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Export and Import Plans

This article provides an overview on how to export and import plans as a ZIP file.

Export Plan

You can export a plan from Alteryx Analytics Cloud (AAC) from 1 system to another system as a ZIP file. The exported ZIP file contains a JSON file for the plan and JSON files for some of the referenced assets. The plan and its tasks are exported into the plan definition file. When you export the plan ZIP file, a snapshot of the plan is taken at the time of export.

Plan exports are useful for:

  • Backing up the work in progress on your plans

  • Archiving of completed development work

Limitations

  • The plan file doesn't include the plan schedules and their associated overrides.

  • If you export a plan that contains a Designer Cloud or Designer Desktop task and then import it into a different workspace, the reference to the corresponding workflow is lost.

  • The plan file doesn't contain JSON files for referenced Designer Experience or Designer Desktop workflows.

  • The plan file only contains JSON files for Trifacta Classic flows, HTTP tasks, and Slack tasks.

Export from Plans page

  1. From the home page of Alteryx Analytics Cloud, go to Plans.

  2. On the Plans page, select the required plan. From the 3-dot menu, select Export.

  3. In the Export Plan window, select Download package(.zip).

  4. Enter any optional notes, if required.

  5. The ZIP file downloads to the default download location of your desktop.

Suggerimento

You can also export a plan from the Plan View page.

Import Plan

An exported plan from a different worskpace can be imported into Alteryx Analytics Cloud (AAC). To import a plan:

  1. From the home page of AACAAC. go to Plans.

  2. From the context menu of the Plans page, select Import.

    Suggerimento

    You can import multiple plans (ZIP files) through the file browser or through drag-and-drop. Press CTRL/COMMAND + click or SHIFT + click to select multiple files for import.

  3. From the Import Plans window, select the exported zip file from your system and click Open.

The plan is imported and available for use in the Plans page.

Limitations

  • You cannot import a plan that was exported in an earlier release.

  • You cannot import schedules while importing a plan.

  • You cannot modify plan definitions outside of AACAAC.

Nota

After importing a plan, the objects referenced in the plan must be connected to the corresponding resources available in the target system.

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