JSON Import

JSON Import is a feature that allows users to bring externally provided JSON-formatted data into the org, interpret it, and apply it to the system. With this feature, users can easily load previously


🔸 Import

Clicking the Start JSON Import button will begin the process of importing list configuration settings exported from another org.


1

Upload JSON File

Select and upload the JSON file that contains the list configuration settings to be imported.

2

Upsert List Configuratior

Depending on the presence of a Migration Key, a list configuration is either created as new or used to update an existing one. The Migration Key corresponds to the record ID of the imported list configuration.

No.
Area & Button
Description
1

Previous

You can return to the JSON file upload screen. If you selected the wrong file, click this button to go back and restart the upload process.

2

Imported List Configuration Information

Check the list configuration information that will be created or updated in the current org.

3

List Configuration Information in the Current Org

If a list configuration with a connected Migration Key exists in the current org, its name will be displayed automatically. If no configuration is linked, a search box will appear.

  • You can use the search box to find list configurations that do not have a Migration Key. If you select one of the results, it will be updated. If you leave it unselected, a new list configuration will be created.

4

Preview Changes

If an existing list configuration in the current org is being updated, you can review the changes that will be applied.

5

Create and Update Button

Starts the process of creating or updating the list configuration based on the imported settings.

Manually Link Migration Key

For list configurations being imported into the current org for the first time, a Migration Key is not connected. If you want to update an existing list configuration in the current org using the imported settings, you can search for and link a Migration Key.

Select List Configuration to Update

Only list configurations that are not linked to a Migration Key and are created from the same object will be shown.

Search Existing List Configurations

Preview Changes

If a list configuration is being updated through a connected Migration Key, you can review the changes from the existing configuration on the screen.

3

View Results

Check the creation and update results of the imported list configuration settings.

When Objects or Fields Are Missing

Objects and fields that were omitted are not included in successfully migrated list builders, and such missing items are displayed separately at the bottom of the result screen. Missing objects and fields may occur due to discrepancies in the SmallBuilder List package version or insufficient field-level permissions, so please check the package version and field permissions.

When List Configurations Fail

No.
Area & Button
Description
1

List Toggle

Open or close the list of failed list configurations.

2

Select List Configurator

Select one or more failed list configurations to export again as a JSON file.

3

Failed List Configuration Information

View details of the failed list configurator

4

Summary of Failure Reasons

Displays a summary of failure reasons by object within the list configuration.

5

Detailed Failure Reasons

View detailed failure information for each individual list configuration.

6

Export

Download the JSON file for the selected list configurations.

🔻 Detailed Failure Reasons

You can review the detailed reasons for migration failure, and easily identify the failed objects using the Migration Key.

Last updated

Was this helpful?