Configuration Import & Export

Beta

Export and import your community’s configuration as a YAML file.

Overview

Configuration import and export lets you save your community’s setup to a YAML file and restore it later — or apply it to a different community. This is useful for cloning configuration between communities, creating backups, or bulk-setting up tags and fields.

Where to Find It

Go to Settings > Data > Configuration to access the export and import tools.

What Gets Exported

The exported YAML file includes:

Advocate Tags — name, display name, icon, color, display type, descriptions
Prospect Tags — name, display name, icon, color, descriptions
Conversation Tags — name, display name, icon, color, descriptions
Introduction Tags — name, display name, icon, color, descriptions
Custom Fields — identifier, label, response type, options, required flag, placement, access settings
Application Questions — identifier, prompt, response type, options, required flag

The export does not include advocate data, conversation history, or other community content — only configuration settings for tags, fields, and questions.

Exporting

Go to Settings > Data > Configuration
Click Export Configuration
A .yml file downloads with a name like your-community-config-2026-03-01.yml

The file is a standard YAML document you can open in any text editor.

Importing

Go to Settings > Data > Configuration
Click Choose File and select a .yml or .yaml file
Click Import

The import uses an upsert approach:

Existing items (matched by name for tags, identifier for fields and questions) are updated with the values from the file
New items are created
Items not in the file are left unchanged — nothing is deleted

After import, you’ll see a summary showing how many items were created, updated, or had errors in each section.

Double-check your YAML file before importing. While the import won’t delete existing configuration, it will overwrite matching items with the values from the file.

Use Cases

Clone configuration between communities — export from one, import into another
Backup settings before making bulk changes
Bulk setup — prepare tags, fields, and questions in a YAML file and import them all at once
Share templates — send a YAML file to another admin to replicate your community’s setup