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Export and import your configurations

Zuora recommends that you back up your configurations regularly so that you can restore a previous copy of configurations in case of serious errors. You can create a backup and restore the following data through exporting and importing your configurations:

  • Response code mappings

  • System settings configured on the Settings tab

  • Customer groups

You can create a backup for your configuration data in Configurable Payment Retry, but neither Collections nor Zuora will store your backup data. You need to store the data with your own system.

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

  1. Click the Settings tab.
  2. On the Settings tab, scroll down to the Data Configurations section.
    • To export the configurations, click Export and then the configuration data will be displayed in JSON format in the window. Copy the JSON code and paste it into a document that is in the cloud. You can include the current date in its title to help you distinguish different copies of the configurations.

    • To import the configurations, click Import . In the window that opens, copy and paste the JSON code of the configurations that you want to import into the text field and click Save .
      Note:
      • When you import configurations, all existing configurations, including customer groups, code labels, code mappings, and system settings, will be overwritten. Any workflows associated with retry logic must be updated to point to the appropriate workflows in the production environment.

      • Make sure that the mapping code for gateway_ mapping is set to description in the JSON Configuration file for import and export options.