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Import Project From File How To's

How to's for the Import Project From File guide.

How to Select a Project File for Import

  1. Open the Import Project From File wizard.
  2. In the Source step, choose the file source:
    • Click the ... button next to Select from Computer to choose a .zip file from your local device.
    • Or click the ... button next to Select from Document Management to browse files stored on the platform.
  3. Select the appropriate file and click Next to proceed.

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How to Review Project Content Before Import

  1. After selecting the project file, proceed to the Analyze step.
  2. Review the listed modules: forms, flows, connections, and configurations.
  3. Make sure all critical components are present and in the correct version.

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How to Finalize and Complete the Import Process

  1. After reviewing all steps (Forms, Flows, PAT, etc.), proceed to the Import step.
  2. Click Import to start the deployment process.
  3. Wait for the progress bar to complete.
  4. Once done, the project will be available in your IDE workspace.

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