Steps to copy projects across Creatio Connect instances (Admin only feature)

Steps to copy projects across Creatio Connect instances (Admin only feature)

Copy project is a Cloud Ops Admin feature. This feature is used to copy a project from one instance to another instance. Copy utility will copy Jobs, Global Scripts, and connections.


Notes - Project items not copied by the utility
  1. Xrefs that are not built from a Creatio Connect job will need to be manually imported to the destination instance
  2. Variables must be manually created in the destination instance
 


While in Creatio Connect Admin

 

Identify the source instance ID

 

Example: 5242

 


Identify the destination instance ID

 

Example: 5320


Go to the instance where the project exists


While in the source instance view of the Designer,

 

Select the source project

 

Select any job in the source project

 

Select the Job Setting tab (view)

 

Copy the Current Project ID from this view

 

Example: 857f3ad9-6060-4000-b7f8-78711a7ee57d


Go back to the Admin portal and go to the Home tab.

 

Enter in the project Id to copy

Enter the old member id

Enter the new member id

 


Select Copy Project


Project copy complete