How To Promote, Export/import the solution

What is Promote?

Promote is the action that moves your solution from the draft state to the live environment.
Once promoted, all configured changes become active and available for execution, such as triggering workflows or accepting incoming requests (e.g., webhook payloads).

How to Promote the Solution :

Once the setup is complete, follow these steps:

1. Click the three-dot menu at the top center and select Create Named Version.

       2. Provide a meaningful name so you can easily identify and restore this version in the future if needed
           

         Click Save to store the version.

     3. Open the three-dot menu again and select Promote to move your draft changes to the live environment.
   

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Import / Export Solution

The Import / Export feature allows you to transfer a solution from one environment (for example, development or staging) to another (such as testing or production). This helps in reusing configurations without rebuilding them from scratch.

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To Export a Solution

Exporting creates a packaged copy of your solution that can be reused elsewhere.

1. Go to the Solution page.
2. Click on Export.
3. The platform will generate and download the solution as a ZIP file to your local system.

What this means:

• The ZIP file contains all the configurations, workflows, and settings of your solution.
• This file acts as a portable version that can be shared or moved to another environment.

To Import a Solution

Importing allows you to bring an exported solution into a different environment.

1. Navigate to the target environment where you want to use the solution.
2. Go to the Solution page and click on Import.
3. Upload the previously exported ZIP file.
4. Once the import is complete, review the solution if needed.
5. Click Promote to make the solution live and active.

What this means:

• Importing recreates the same solution setup in the new environment.
• Promotion is required after import because the solution is initially in a draft state and not yet active.

Once the solution is promoted, a confirmation message will appear in the bottom-right corner indicating that the solution was successfully imported.

Note: After importing the solution, the connection credentials will be empty. You must configure them manually

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