How To Export (Backup) a CRM Plugin Configuration

Created by Aye Myat, Modified on Mon, 9 Feb at 11:02 PM by Alsabana Sahubarali

Purpose: 

The purpose of this article is to provide direction to Outreach Admins in exporting and importing plugin configurations. 

Intended Audience: 

  • Outreach Admins

Notes: 

  • Outreach recommends testing this process in an Outreach Sandbox environment while in beta. 
  • Outreach recommends making and saving applicable updates to the CRM prior to completing this process. 
  • This article discusses the export (back-up) process of a CRM plugin configuration. For more information regarding importing a CRM plugin configuration, refer to the How To Import a CRM Plugin Configuration article. 

How To Export a CRM Plugin Configuration: 

  1. Access the Outreach Platform. 
  2. Access the CRM Plugin.
  3. Click ... menu from the top right corner.
  4. Click Export CRM sync configuration.

The file downloads to the user's designated folder. The file can be opened, edited, and saved as a back up as applicable. 

Additional Resources: 

CRM Plugin Configuration Manager FAQs

How To Import a CRM Plugin Configuration

 

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