Import or Export Solicitor Data

Goal

The goal of this guide is to show you how to export and import data in Solicitor Concierge. The feature is available for Admin users only.

There are two types of data that could be exported:

• Offer Groups - Offer Groups will be exported with their offers and include all the Offer Group components like Terms&Conditions, Marketing Text, Premiums, Codes, Available areas etc. Please see more information about the Offer Groups here. Sales Team and user data will also be included in the export file.

• System Configuration - allows to export implementation settings; is available only for Naviga admins and developers

This feature will allow business users to set up all the Offer Groups and Offers they might want in test environment and then using export/import functionality copy those data to another environment in several clicks.

Before you start

Make sure you meet the following pre-requisites before starting the tutorial steps:

• Have Subscribe version 3.13.1.1 or above

Please note that Import/export is only possible within matching version and subversion, e.g. you cannot import data exported from 3.14+ version to 3.13.1.1 and vice versa

• Have Admin access to Solicitor Concierge - Import/Export of Offer Groups and related entities is available for the following Roles: MG2Developer, Client Admin, Client Power User, Marketing Admin, Marketing Power User

Tutorials

Export Solicitor Data

1. On the Solicitor Concierge dashboard, please select the 'Export' option in the upper right corner

2. Please select the data option you'd like to export in the Data Export dialogue box, and click the 'Export' button

3. Please wait until the export is complete, it might take a while. You can track the progress by watching the progress bar at the top of the screen. After the export is complete the system will open a dialog window when you can enter the export file name and choose a folder to store the file. Please note that the data will be exported as a JSON file.

Export -> Data Export

Import Solicitor Data

1. On the Solicitor Concierge dashboard, please select the 'Import' option in the upper right corner

2. Please select the JSON file you'd like to import in the Data Import pop up, and click the 'Import' button.

   1. If you want to import not the whole set of the previously exported Solicitor Data then please edit the exported JSON file. If you're using 3.13.1.1 version we do not recommend to delete entities except offer groups as this can damage the data.

3. The import process might take a long time, the progress will be reflected in the Data Import pop up. Also please note that the import process cannot be aborted - click on the 'Close' button in the Data Import pop up will only close the pop up but not abort the import process.

4. After the process is completed the summary of the process will be reflected at the pop up showing what entities were imported and whether the import was successful.

   1. If you want more detailed info then you can click 'Download logs' and get the logs as an Excel file

Import -> Data Import -> Success message

Please note that if the imported file will contain an entity with the same name as an already existing one then the entity will be overridden during import