Import or export a data action for integrations


Note: This article applies to the AWS Lambda, Microsoft Dynamics 365, PureCloud, Salesforce, web services, and Zendesk data actions integrations.

You can reuse data actions within a PureCloud organization and across PureCloud organizations. For reuse within an integration, copy the data action. For more information, see Edit, copy, export, or delete a data action. For reuse outside an integration or PureCloud organization, export contracts and configuration from one data action for import into another data action.

To import and export contracts and configuration, click Import and Export on the data actions Summary page. You can also import contracts and configuration from the Actions page.

The Import button uploads a JSON file that contains the contracts and configuration needed for the data action. The Export button downloads a JSON file that contains the contracts and configuration of the data action. 

Warning: Before exporting an action, remove any sensitive data such as hard-coded credentials or API keys.

You can import contracts and configuration to a new data action or to an existing data action.

New data action (Actions page)

  1. On the Actions page, click Import. For more information, see Manage actions for integrations.Manage Actions screen in PureCloudThe Import Action dialog box appears.
  2. Click Browse and select the JSON file that you want to use.
  3. Select an integration to associate the action with.
  4. Click Import Action.

A new action with the imported file name is created.

Existing data action (Summary page)

  1. Navigate to the data action that you want to use imported contracts and configuration.
  2. On the Summary page for the data action, click Import. For more information, see Manage individual actions.Manage Actions Summary tab screen in PureCloudThe Import Action dialog box appears.
  3. Select the JSON file that you want to use. 
  4. Fix the JSON file based on any import file warnings.
  5. Click Import Action.

Next, test the action. After your data action validates, save or publish the action.

You can export contracts and configuration to create a custom action for a different integration or in a different PureCloud organization. You can export contracts and configuration from the Actions page or the data actions Summary page.

Actions page

  1. On the Actions page, select a data action. For more information, see Manage actions for integrations.
  2. Under Actions, click More.

  3. Select Export Action.Manage Actions screen in PureCloud

The file downloads to your computer.

Summary page

  1. Navigate to the data action that you want to reuse.
  2. On the Summary page for the data action, click Export. For more information, see Manage individual actions.

    Manage Actions Summary tab screen in PureCloud

The file downloads to your computer.

For more information, see About custom actions for integrations.

For more information about the integrations, see About the AWS Lambda data actions integration, About the Microsoft Dynamics 365 data actions integration, About the PureCloud data actions integration, About the Salesforce data actions integration, About the web services data actions integration, and About the Zendesk data actions integration.