Export and Import the Functional Setup Data for Surveys

If you create the functional setup for the Survey feature in your test environment, you can export the data and import it into your production environment.

You can do this using either the implementation method based on an offering, or from an implementation project. For more information about how to export and import your setup data, see the links at the end of this topic.

Whichever method you use, when the import is complete, you must reconnect the integration by reentering your Endpoint Password and URL (if the URL is different from your test environment).

Here's what to do after your setup data import is complete:

1. In the Setup and Maintenance work area, go to the following:

   • Offering: Service

   • Feature: Surveys

   • Task: Manage Survey Configurations

2. Select the row for the survey configuration.

3. In the Survey Product API Properties region, enter the Survey Integration User.

4. Reenter the Survey Integration Password.

5. If you have multiple integrations, verify the URL in the Survey Endpoint URL field is correct.

   For more information about configuration, see the Manage Survey Configuration topic earlier in this chapter.

6. Verify the survey integration is working.

   For more information about verifying the integration, see the Verify the Survey Integration is Working topic earlier in this chapter.

   Note: Be sure to stop your jobs in the test environment before you start the production integration connection. After you verify the integration is working in the production environment, start your jobs again.