Project Settings: Import

Importing and exporting items, along with their dependencies, between projects provides flexibility and simplifies collaboration. This feature allows you to quickly move items between projects and create backups with ease. This is especially useful when you want to share data with other projects or keep environments in sync. For example, you can seamlessly import Data Sets from a staging environment into production to ensure both projects use the same data.

Importing items allows you transfer exported data where it’s needed. Users can import items with or without their dependencies. This section provides a brief outline of the import workflow, describing the steps for adding items into the system and managing their dependencies during the import process.

Permissions

To import items, users must have the "Import a package" permission. This permission is granted by default to the Project's Owners and Administrators. 

See Permissions for more details.

Import Items

Users can import packages with valid content from a zip archive.

To import a package:

1.

Go to Project Settings

2.

Select the Import button.

The Import wizard window appears.

3.

Upload the package by dragging and droping or use the Browse option to upload a package you want to import.

4.

Review the items to include in the import. Items are listed alphabetically and are preselected by default. You can choose whether to include or exclude items in the import, and select or deselect their dependencies.

Use the Select all dependencies checkbox to include or exclude all dependencies with a single click.

5.

If one or more items already exist in the import destination, choose whether to "Overwrite", "Create new" or "Skip". The selected option will be applied to all imported items.

Option	Description
Overwrite	Replaces existing items in the target location with imported items. This applies only to items with matching name and type. The replacement adds an "Update" entry to the item’s history.
Create new	Creates a new copy of the imported item while preserving the original record in the destination project. Adds a "Create" entry to the item’s history.
Skip	Excludes the item and its dependencies from import.

6.

In this step, users can replace any excluded dependencies with existing dependencies in the import destination project. Mapping dependencies ensures that excluded items are correctly substituted and prevents broken or incomplete states after the import.

Each excluded dependency includes a dropdown menu that lists destination items, allowing the user to map it to an existing dependency in the target project.

By default, the dropdown preselects the destination dependency that matches the excluded one by name and type.

If no exact match is found, the user can manually choose another dependency of the same type: remaining candidates are shown alphabetically.

Mapping every excluded dependency is mandatory. The import cannot continue until all mappings are completed

7.

Select Finish to confirm the import and wait for the system to finish importing the package. Do not refresh the browser window.

When the import is complete, the Import Summary is displayed, including:

• The number of items imported, skipped, or failed

• The timestamp indicating when the import was processed and its duration

• A list of imported items and their dependencies (either imported or mapped)