Copy custom properties from production to test portal?


#1

Hi,
I created a test portal, but I noticed that the custom properties we had on the production side have not transferred over to the testing side. Is there a way to do this?
Thanks!


#2

hey @alex1

  • the properties you’ll need to create manually via the UI or via the API (contact properties, company properties, deal properties). First you would need to extract them from the production portal via API, then recreate them in the testing portal via API. You would need to add both Hapi keys to the code in order to do so.

  • You could use the same approach to bring the values (that are stored in the properties) across, however, I recommend importing/exporting via CSV as it doesn’t require any code.

Best, Daniel