Configuration Tools: Sprinklr Social
Updated
You can import and export all the Sprinklr Social entities via excel from Configurator within the Platform Settings. This capability enables you to create entities by bulk uploading and downloading, saving your time and effort.
The following entities can be imported and exported:
# | Entity | Module |
1 | Accounts | Governance |
2 | Account Groups | Governance |
3 | Business Hours | Governance |
4 | Campaigns | Publishing |
5 | Custom Fields | Governance |
6 | Custom Metrics | Reporting |
7 | Scheduled Export | Reporting |
8 | Dashboards | Reporting |
9 | Dashboards | Advocacy |
10 | Folders | Governance |
11 | Macros | Engagement |
12 | Dashboards | Engagement |
13 | Permissions | Governance |
14 | Tagging | Governance |
15 | Profile List | Engagement |
16 | Queues | Engagement |
17 | Rules | Automation |
18 | Rule Batches | Automation |
19 | Planner Boards | Publishing |
20 | SLA Configs | Reporting |
21 | Assets | Digital Asset Management |
22 | Assets Boards | Digital Asset Management |
23 | Tiered Approvals | Publishing |
24 | Users | Governance |
25 | User Groups | Governance |
26 | Guest Users | Governance |
27 | Guest User Groups | Governance |
28 | Web Analytics | Engagement |
29 | Priority | Engagement |
30 | Status | Engagement |
31 | User Signatures | Governance |
To Import Entities
Click the New Tab icon . Under Governance Console, click All Settings within Platform Setup.
From the left pane of the Platform Settings window, click Configurator.
From the right pane, select Import Configurations.
In the top right corner of the Import Configurations window, click Import from excel.
On the Import pop-up window, click Upload and select an excel file containing data from your system. After uploading the file, click Import in the bottom right corner.
To Export Entities
Click the New Tab icon . Under Governance Console, click All Settings within Platform Setup.
From the left pane of the Platform Settings window, click Configurator.
From the right pane, select Export Platform Configurations.
On the Export Platform Configurations window, hover over the Options icon of the desired Entity and select Export.
On the Export Platform Configurations pop-up window, fill in the required details. For more information, see Export Platform Configurations — Field Descriptions.
Click Export. You will receive a notification once your export has been generated and is ready to download.
Export Platform Configurations — Field Descriptions
Term | Description |
File Name | Provide a name for your file export. |
All Workspaces | Click to export configurations from all the workspaces. However, please note that only the configuration which is shared or accessible to you will be exported. |
Select Workspaces | Click to export configurations from selected workspaces. However, please note that only the configuration which is shared or accessible to you will be exported. |
Customer Level | Click to export the Customer Level configurations. All the configurations across the current customer will be exported. |