Import and Export a Project

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Import a Project with its Related Asset(s)

Importing and exporting Projects and their related assets into your ProcessMaker Platform instance makes it easy to share complete Projects with others in your organization. Import Projects from ProcessMaker Platform or later versions.

Any user may import a Project. If you cannot import a Project, your user account permission(s) may be disabled.

See the Projects permissions or ask your Administrator for assistance.

Follow these steps to import a Project:

  1. View your Projects.

  2. Click the Import button. The Import page displays.

    Import Project page

  3. Click the Select file from computer link to locate the Project to import. Projects have the .json file extension.

    ProcessMaker Platform evaluates the file to import. If the Project was not exported from a ProcessMaker Platform Fall 2023 version or later instance, that Project may not be imported properly.

    The Import Project screen displays. Only the Basic import option is available for Projects and all assets within the Project will be imported.

    Import Project page while importing a Project

  4. Click the Import button to complete the import procedure. The Project appears in the Projects tab.

Export a Project with its Related Asset(s)

Export Projects, along with their related assets, from your ProcessMaker Platform instance. By exporting a Project with its related assets, the complete Project can quickly be shared with other ProcessMaker Platform instances by importing them. An exported Project and its assets are stored in a JSON file, which may be imported to another ProcessMaker Platform version the same or later version as that of the ProcessMaker Platform version.

Any member of a Project may export that Project. Projects may be exported from the following locations:

Any user may export a Project of which that user is a member. If you cannot export a Project of which you are a member, your user account permission(s) may be disabled.

See the Projects permissions or ask your Administrator for assistance.

Follow these steps to export a Project in which you are a member:

  1. View your Projects.

  2. Click the Ellipsis Icon menu for the Project to export, and then select the Export option. The Export page displays. The Basic option is selected, which is the only option to export a Project.

  3. Click Export. The Project exports as a .json file to your local computer or network. The following message displays when the Project exports successfully: The project was exported.

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