Transfer Data Import Templates from DEV Instance to Production

Hello everybody,

we created some import templates in our Dev Instance. Is there a way to transfer these templates from the DEV to the Productive Instance? So we can use the ready-made Excel templates there as well and would not have to rebuild the mapping.

Stefan

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Hello.

You can use the functionality "Binding data to the package".

To do this, you need to create a "Data" element in the "Configuration" section and bind the necessary data to the "FileImportTemplate" object.

Please find more information on your request in these Creatio articles:

https://academy.creatio.com/docs/developer/development_tools/packages/packages_basics/overview#title-2105-9

https://academy.creatio.com/docs/developer/development_tools/packages/bind_data

Hello.

You can use the functionality "Binding data to the package".

To do this, you need to create a "Data" element in the "Configuration" section and bind the necessary data to the "FileImportTemplate" object.

Please find more information on your request in these Creatio articles:

https://academy.creatio.com/docs/developer/development_tools/packages/packages_basics/overview#title-2105-9

https://academy.creatio.com/docs/developer/development_tools/packages/bind_data

And what about moving one that exists in Prod (and so may have been modified in place in the past by users, unknown to developers) back down to dev? It seems that you can't export the config from the Lookups section, as it isn't possible to add the column(s) for the mapping config, and you can't export a data binding schema alone from an environment (annoyingly).

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