Purpose:
The purpose of this article is to provide direction to Outreach Admins in importing a CRM plugin configuration.
Intended Audience:
- Outreach Admins
Notes:
- Outreach recommends testing this process in an Outreach Sandbox environment while in beta.
- This article discusses the import process of a previously exported (backed-up) CRM plugin configuration. For more information regarding exporting (backing-up) a CRM plugin configuration, refer to the How To Export (Backup) a CRM Plugin Configuration article.
How To Import a CRM Plugin Configuration:
- Access the Outreach Platform.
- Access the CRM Plugin.
- Click More Options.
- Click Import CRM sync configuration.
Note: Click Export your current configuration if a backup has not already been created. - Click Next.
- Click Select File and upload the applicable JSON file.
- Click Import.
The CRM file is successfully loaded.
Additional Resources:
CRM Plugin Configuration Manager FAQs
How To Export (Backup) a CRM Plugin Configuration
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