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How To Import a CRM Plugin Configuration

Chris
Updated

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: 

  1. Access the Outreach Platform. 
  2. Access the CRM Plugin. 
  3. Click More Options.
  4. Click Import CRM sync configuration.
    Note: Click Export your current configuration if a backup has not already been created. 
  5. Click Next. 
  6. Click Select File and upload the applicable JSON file. 
  7. 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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