Export

Whether you're in Strategies, Snippets, or Lookups, the Export option can be found in the three-dot menu on the right side of the panel. You need to select a strategy to make this possible.

Open

After selecting the Export option, a pop-up window appears.

Open

You have three export options. The wording will vary depending on whether you’re exporting from the Strategies, Snippets, or Lookups tab.

• Selected (strategy / snippet / lookup) - exports the selected entity only

• All Active (strategies / snippets / lookups) - exports all active entities

• All latest (strategies / snippets / lookups) - export all active entities, but if a new draft version of an entity exists, it exports the new version instead

Regardless of the selected option, all dependencies are always exported. For instance, if a strategy relies on a snippet and that snippet uses a data lookup, then the strategy, the snippet, and the data lookup will all be exported.

Import

Whether you’re in Strategies, Snippets or Lookups, when you click the Add button, one of the options is Import.

To import a previously exported data, you have two options:

• Paste the JSON data directly

• Upload the previously saved JSON file

After you click the Import button, all entities will be imported as drafts. If a draft with the same name and content already exists, it will be skipped.

Import And Export Between Partitions

This is the procedure for moving strategies from one partition to another:

1. Ensure that the structure of the data is consistent across both partitions. Specifically, verify that all PP/PX/CX tables present in the source partition are also available in the target partition with an identical structure.

2. On the source partition, export all active or most recent strategies and save them to a file or copy them to the clipboard.

3. On the target partition, import the file or clipboard contents, which will create draft strategies.

4. Lastly, activate the draft strategies selectively, one at a time.