Export and import call script templates when you want to move them between instances of NexJ CRM, or when you want to create a backup of a template.

Your company might require that you develop a new call script in a test system before you can deploy it to a production system. To avoid having to recreate the call script in each of your company's environments, you can export a call script template from your test system, then import it into your production system.

When you export a call script template, you download a file that is generated by the system to your local machine. This file contains all of the components from the template, including the form pages, form flow, and security settings. You can then import the file into another system to create a new copy of the template.

You can also keep an exported file as a backup of a call script template. This is useful when you are making changes to a call script template and you want to be able to revert to a known version of the template if something goes wrong.

Exporting call script templates for leads

Export a call script template when you want to generate a file that you can use to copy the template into a different instance of NexJ CRM, or when you want to create a backup of it.

You can export a template as a dump or Scheme file. When you export, a .dump or .scm file is generated that contains all of the components from the template.

To export a call script template:

1. Navigate to the Customize workspace.
2. Click the Lead Management tab and click the Call Scripts subtab.
   The list of call script templates displays.
3. In the list, click the Action button for the template that you want to export, then select one of the following export options:
   • Export to dump file
     Export the template as a .dump file.
   • Export to Scheme file
     Export the template as a .scm file.
     The Export confirmation dialog opens.
4. Click Yes to generate and download the . dump  or .scm  file. The file will be automatically downloaded by your web browser.
   The Export confirmation dialog closes.

The call script template is exported as a file on your local machine. The original template remains in the system, so you can continue to use it or make changes to it.

If you want to use the exported template in another system, you must import the file into that system to create a copy of the template.

Importing call script templates for leads

Import a call script template when you want to create a copy of a template from an exported file. When you export a call script template, a file is generated that contains all of the components from the template. You can import this file to create a new call script template or to modify an existing template.

Before starting this task, ensure that you have the exported .dump  or .scm  file for the call script template that you want to import.

If you are importing a call script template to modify an existing template, you must ensure that you have deactivated the existing template.

You must also ensure that certain items referenced in an exported template, such as users and tasks, exist in the system to which you are importing the template. If you try to import a template to a system in which a referenced item does not exist, you will receive an error and the Import button will be disabled.

To import a business process template:

1. Navigate to the Customize workspace.
2. Click the Lead Management tab and click the Call Scripts subtab.
   The list of call script templates displays.
3. At the top of the list, click the Options  button and select one of the following import options:
   • Import dump file
     Import a template in .dump file format.
   • Import Scheme file
     Import a template in .scm file format.
     The Import Call Script Template dialog opens.
4. Click Browse and, in your browser, navigate to the .dump or .scm file that you want to import, select the file and click Open.
   The selected file is checked to ensure that it can be imported. In the Import Call Script Template dialog, one of the following messages displays:
   • If the file is validated successfully, a green check mark displays.
   • If any problems are found, a red X displays. You can view more information about the import, including errors and warnings, by clicking View Report.

5. Click Import.
   

   If any problems were found, the Import button is disabled.

   The Import Call Script Template dialog closes.

The call script template is imported from the file. If you imported the file as a new template, an entry is created in the list of call script templates. If you imported the file as a modified version of an existing template, the existing template is replaced.

Imported call script templates are inactive by default. Before the imported template can be used, you must activate it.