Add a process to export configuration data

1. From Administration, select Configuration data and then Configuration export. The Configuration Export page appears.

2. Under Configuration exports, select Add. The Add configuration export screen appears.

3. Enter a unique name and description to help identify the export process.

4. Under Export instances, add the types of configuration data to export.

   To select a type of configuration data, in the box on the left, select a type of data to export and select Add. Under Selected types, the export instance for the selected data type appears.

   For some configuration data such as smart fields and queries, enter the parameters required for the export instance.

5. After you add all configuration data types to export, arrange the order in which to export the instances. The process exports the instances in the order in which they appear under Selected types. To adjust the order in which an instance exports, select it under Selected types and select the up or down arrow to change its position in the process.

   For some configuration data such as smart fields and queries, you can edit its parameters as necessary. To edit the parameters of an export instance, select it under Selected types and select Edit.

   To remove an instance from the export process, select it under Selected types and select Delete.

6. Select Save. You return to the Configuration Exports page. Under Configuration exports, the new export process appears.