Import an Organization

   Journey Manager (JM) Previously known as Transact Manager (TM).  |    System Manager / DevOps  |  v5.1 & Higher This feature is related to v5.1 and higher.

Manager allows you to import organizations. You can use this functionality to:

  • Roll-back one or several organizations.
  • Re-create one or several organizations in another Manager.
  • Promote one or several organizations to other environments.

To import one or several organizations:

  1. Select Forms > Organizations and click Import.
  2. Click Choose File and choose an organization archive ZIP file that was created during the organization export.
  3. Provide a new Target Organization Name and Target Client Code to import the organization with a different name and code. You might want to do so if an organization with the same name and code already exist in the target environment. To import the organization as a new one in another Manager environment, leave Target Organization Name and Target Client Code fields blank.
  4. Click Proceed To Import.
  5. Review the Import Options.
  6. Select or clear the Options’ checkboxes, which identify organization’s configurations to be imported.
  7. Click Import to complete the process. The expected result page looks like this.
  8. Click Close and view organizations to verify the imported organizations have been added.

Next, learn how to migrate an organization.