Import Tenant

The Import Tenant feature allows you to upload and restore a tenant into the required environment. This includes all associated configurations, settings, forms, templates, and other components, ensuring that the tenant can be recreated without manual setup. This feature is especially useful for migrating tenants between environments or restoring from a backup. 

Let’s explore this in detail. 

Step 1: Click the Backup and Restore option from the left navigation menu, as shown in the image below. 

Step 2: The Backup and Restore page appears. Click the Import Site tab, as shown in the image below. 

Step 3: An option called Folder Upload is available, as shown in the image below. When this option is enabled during import, the folder structure in the current tenant is retained. If the option is not selected, the existing folder structure will not be retained when importing forms from another tenant. 

Step 4: Click the Choose File button to open the file selection window, as shown in the image below. Then, select the backup ZIP file that was previously exported from the source tenant. 

Step 5: Click the Load button, as shown in the image below. 

Step 6: After the ZIP file is loaded and the site name is selected, the list of folders and additional features available in the tenant is displayed on enabling the Zip File checkbox, as shown in the image below. 

Step 7: By default, all folders are selected. Users can deselect any folders they do not wish to import. Additional features can also be selected as required. To import all Data Forms along with their data, enable the Import All Data Forms with Data option, as shown in the image below. 

Step 8: Click the Import button, as shown in the image below. 

Step 9: A Restored Successfully message is displayed, indicating that the tenant has been imported successfully, as shown in the image below.