Use the Export and Import features within ClickDimensions Settings to move ClickDimensions entities from one Dynamics environment into another. You can either select the individual records, or choose all items of a certain kind.
CAUTION: Anytime you want to move ClickDimensions records between CRM environments, the records need to be moved 1) using our Export and Import tools as described in this article or 2) As a part of an upgrade or migration discussed in the Migration and Upgrade Scenarios for ClickDimensions article where the target destination is going to replace the source of the migration. Attempting to move records through another process, such as a CRM database copy may cause unsupportable functionality issues.
The entities you may Export/Import are:
- Email Templates
- Domain Records
- Form Fields
- Landing Pages
- Survey Questions
- Campaign Automation Templates
- Dynamics 365
- Legacy
Exporting
To get started, navigate to Dynamics Settings & Support and click Export.
The export window will open:
Select the type(s) of ClickDimensions entity(ies) you would like to export from your Dynamics environment. Checking off the boxes of the desired entities will allow you to further specify if you would like to export all records, or just certain records of that entity type.
Note: Exported Email Templates should include their images as well.
Note: If you export Campaign Automation Templates, then you will not be able to export any other record types at the same time.
Click Next to continue.
You will then be prompted to select which records for each entity type you have chosen to export. Click Select to see the available options.
Use the lookup window to browse through the available records. Check next to the name(s) of the record(s) you would like to export, then click Select. Click Add to add include these selected records in your Export.
You will then see your records appear within the Select Records grid under each entity. You may add more or remove your selection if you change your mind. If you indicated to choose individual records from multiple entities, you will see the Select Records option for each entity within this window.
Click Next when you are ready to continue the Export setup.
Review your Export Summary of ClickDimensions records. Click Previous if you need to go back and change your selections, click Export to complete the export process.
Momentarily, you will see the indication that the Export started and an ZIP file will be downloaded. Save this file; this is what you will use to import your selected data with the Import feature in the other Dynamics environment.
Importing
To get started, navigate to Dynamics Settings & Support and click Import.
A window will open prompting you to select the file you would like to import ClickDimensions data from. Click Choose File. Select the ZIP or XML file from your computer, then click Import.
If there are any duplicate records included in the ZIP file you are attempting to upload, a duplicate warning will display and ask you how you would like these duplicate records to be processed. Choose whether these records should not be imported, should replace the existing versions, or should be created as new records.
If you are importing Form Field records, and any of them are unable to be mapped in the new environment (for example, because they are mapped to custom fields that do not exist in the new environment), the following warning screen will display.
Clicking on the fields listed will open the corresponding form field record and allow you to update the field mapping.
After accounting for any potential duplicates or mapping issues, the window will change to show you an indication that your file has been successfully imported.
You will be able to see these newly-imported records within the Active records grids for the respective entities included.
Exporting
To get started, navigate to Dynamics Settings > ClickDimensions Settings and click Export.
The export window will open:
Select the type(s) of ClickDimensions entity(ies) you would like to export from your Dynamics environment. Checking off the boxes of the desired entities will allow you to further specify if you would like to export all records, or just certain records of that entity type.
Note: Exported Email Templates should include their images as well.
Note: If you export Campaign Automation Templates, then you will not be able to export any other record types at the same time.
Click Next to continue.
You will then be prompted to select which records for each entity type you have chosen to export. Click Select to see the available options.
Use the lookup window to browse through the available records. Check next to the name(s) of the record(s) you would like to export, then click Select. Click Add to add include these selected records in your Export.
You will then see your records appear within the Select Records grid under each entity. You may add more or remove your selection if you change your mind. If you indicated to choose individual records from multiple entities, you will see the Select Records option for each entity within this window.
Click Next when you are ready to continue the Export setup.
Review your Export Summary of ClickDimensions records. Click Previous if you need to go back and change your selections, click Export to complete the export process.
Momentarily, you will see the indication that the Export started and an ZIP file will be downloaded. Save this file; this is what you will use to import your selected data with the Import feature in the other Dynamics environment.
Importing
To get started, navigate to Dynamics Settings > ClickDimensions Settings and click Import.
A window will open prompting you to select the file you would like to import ClickDimensions data from. Click Choose File. Select the ZIP or XML file from your computer, then click Import.
If there are any duplicate records included in the ZIP file you are attempting to upload, a duplicate warning will display and ask you how you would like these duplicate records to be processed. Choose whether these records should not be imported, should replace the existing versions, or should be created as new records.
If you are importing Form Field records, and any of them are unable to be mapped in the new environment (for example, because they are mapped to custom fields that do not exist in the new environment), the following warning screen will display.
Clicking on the fields listed will open the corresponding form field record and allow you to update the field mapping.
After accounting for any potential duplicates or mapping issues, the window will change to show you an indication that your file has been successfully imported.
You will be able to see these newly-imported records within the Active records grids for the respective entities included.
| Feature Added: Original |
| Feature Updated: 12.10.0 |
| ClickDimensions Version Need: 8.6 |