Importing personalization records

To import personalization records:

  1. Select Admin > Personalization. The Personalization Administration screen is displayed.
  2. Click Import. The Import Personalizations screen is displayed.
  3. Click the file icon in the Import File field.
  4. Select the zip file that contains a JSON file with the exported personalization records.
  5. Click Open Import File. All the records from the JSON file are displayed.
  6. Select the record to be imported.
  7. Click Submit.
    Note: 
    • If you import the same personalization record again, the application displays the warning message: Warning: Importing this record will overwrite an existing record. You can continue to import and overwrite the existing records.
    • When the personalization records are imported using the Personalization Administration screen:
      • The user details from the imported file are saved if the record is personalized at the user level.
      • The details of the user who imports the record are saved if the record is personalized at the company, customer, or system levels.