Import / Export
In Tray you can use Projects to manage a classic dev > production setup. Tray has a system whereby you can export and import projects (and individual workflows) as json files.
Overview
In Tray you can use Projects to manage a classic dev > production setup.
Tray has a system whereby you can export and import projects (and individual workflows) as json files.
This allows you to fully test your projects and workflows in a 'development' environment (i.e. using test/sandbox accounts and test data) before exporting to a json file, ready to be imported to your 'production' environment.
Please see the page on Authentication mapping at import for detailed guidance on how to manage authentications when importing and exporting projects
Please note that in the following image the Dev and Prod projects are situated in different Orgs - not workspaces within the same Org.
You can export and import between Orgs or workspaces within the same Org.
Please see the Setting up your environment and Understanding workspaces pages for further guidance.
Exporting and importing projects
To export a project, simply navigate to the project and select Export from the project menu:
This will export the project as a json file which you can then import to another workspace.
As shown in the overview diagram above, you would normally export from a 'dev' workspace and import to a 'prod' workspace.
Exporting and importing workflows
If required, you can also export individual workflows.
From a workflow builder navigate to the builder menu and select Export workflow:
This will export the workflow as a json file which you can then import to another workspace.
Select Import workflow to import a workflow json file:
