Importing metadata

The following procedure applies when you import an archive of metadata for project health rules, teams, security policies, or marketing object types.

Procedure

  1. From the Settings menu, select Marketing Operations Settings.
  2. Click Data Migration.
  3. Next to Project Health Status Rules, Teams, Security Policies, or Marketing Object Types, click Import.
    The Import dialog opens.
  4. Click Browse to select a previously exported archive file.
  5. Click Continue.
    A two-part summary of the items in the archive displays:
    • Items to be created: that is, items with a unique identifier that does not exist on the target system.
    • Items to be overwritten: that is, items with a unique identifier that exists on the target system.
  6. Select the items that you want to import.
  7. Click Save.