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Access
To Import or Export templates, please navigate to ClosePlan Admin tab > Import / Export / Upgrade
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Export Data
Exports all template data for download as an Excel file. The exported file can be used to import data into a Sandbox or any other organization.
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Uploads previously exported template files. Importing Data allows you to migrate existing ClosePlan data to different organizations, such as Sandboxes or vice versa.
- Click and select your file.
- Click drop files button if you want to select a different file.
- Click to start processing the template and Confirm.
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Your imported data will be shown as an Initial Version template in the Templates menu settings. |
Upgrade
Upgrade tool upgrades existing deployed templates on the Opportunity with the newly created template without losing data.
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