Entity Import

Site Stacker now affords the ability to import entity groups, as well as entity fields into the system.

You also have the ability to “Export to Import” from existing entities by right-clicking on any entity group in CRM > Entities. 

USE CASES

• Reference forms

  • In many cases, reference form fields are similar but not always the same. Rather than building out each individual CRM entity field again you can simply export one that you already built and import the fields into a second entity group.

• Multiple Installations/sites

  • When it is not possible to share entities throughout an international/multi-office organization, entities are built to suit each region. Instead of rebuilding entities from scratch, they can be imported in bulk as necessary. 

Modified on Tue, 19 Sep, 2023 at 2:14 PM