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Export and import CPR configurations

Back up your Configurable Payment Retry configurations regularly so that you can restore a previous copy if a serious error occurs.

Zuora recommends that you back up your configurations regularly so that you can restore a previous copy if a serious error occurs. You can back up and restore the following data by exporting and importing your configurations:

  • Response code mappings

  • System settings configured on the Settings tab

  • Customer groups

You can create a backup of your configuration data in Configurable Payment Retry, but neither Collections nor Zuora stores your backup data. You must store the data in your own system.

To export or import your configurations, complete the following steps:

  1. Click the Settings tab.
  2. Scroll down to the Data Configurations section.
    • To export the configurations, click Export. The configuration data appears in JSON format in the window. Copy the JSON code and paste it into a cloud-based document. To distinguish between different copies of the configurations, include the current date in the document title.

    • To import the configurations, click Import. In the window that opens, paste the JSON code of the configurations that you want to import into the text field, and then click Save.

      Note:
      • When you import configurations, Zuora overwrites all existing configurations, including customer groups, code labels, code mappings, and system settings. You must update any workflows that are associated with retry logic to point to the appropriate workflows in the production environment.

      • Ensure that the mapping code for gateway_mapping is set to description in the JSON configuration file for both the import and export options.