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

  1. Click the New Tab icon Space Add New Tab Icon. Under Governance Console, click All Settings within Platform Setup.

  2. From the left pane of the Platform Settings window, click Imports & Exports, and then on Import Configurations.

  3. In the top right corner of the Import Configurations window, click Import from excel.


  4. On the Import pop-up window, click Browse and select an excel file containing data from your system. After uploading the file, click Import in the bottom right corner.


To Export Entities

  1. Click the New Tab icon Space Add New Tab Icon. Under Governance Console, click All Settings within Platform Setup.

  2. From the left pane of the Platform Settings window, click Imports & Exports, and then on Export Platform Configurations.

  3. Choose the entity you want to export from the list, then click Export either at the top of the screen or from the Options menu next to the selected entity.


  4. On the Export pop-up window, fill in the required details and click Export.

  5. 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.