How To Import a CRM Plugin Configuration

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