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Overview

Before import, a .JSON file must be exported from the existing Org. Once this .JSON file is imported, all configurations and user accounts from the exported Org will be recreated in the new Org. 

If a user already exists in another Org within the same environment, the user accounts will be merged, using the email address and password of the existing user. If the imported user is new to the environment, a new account will be created and the user will receive an email with details on accessing the Org and creating a new password.

User Account Requirements

The user must have Administrator permissions to import an Org. 

Navigation

1. From the Home screen, click the Administration icon.

Administration Icon

2. From the Administrator settings menu, click the Admin Overview link.

Admin Overview Link

3. From the Admin Overview screen, click the Org Manager tile under the Application Management section.

Org Manager Tile

Importing an Org

Note: Before moving forward with the following steps, please contact your Customer Success Manager to request a new blank Org in your environment.

1. From the Organization Manager screen, click the Import Organization tab. 

Import Organization Tab

2. Drag and drop the .JSON file to the upload area or click the area to locate and open the file, which will automatically start the upload. If upload was unsuccessful, a confirmation message will be displayed.

Drag and Drop Field

Note: If you’re unable to complete the upload due to any errors, contact Resolver Support.