Exporting Default Data

Exporting Default Data functionality assists you in exporting information from one environment to another enivornment, such as from a test environment to a production environment. Using the Export feature (along with the Import feature) eliminates the need to re-create these items on a different environment. This functionality is also useful in providing insight during troubleshooting and support issues.

To access Export functionality, click the Export icon in the left navigation panel in the program, which opens the Export Activity List page.

Export Activity List Page

Export Details Page

Deleting Import or Export Records

Importing Default Data