Export and Import Spreadsheet Templates

You can import spreadsheet templates to other environments to avoid having to recreate them. For example, you can export spreadsheet templates from a test environment and import them to a production environment.

This topic describes how to export and import spreadsheet templates. You perform these tasks in the Data Exchange work area.

Export Spreadsheet Templates

Follow these steps in the source environment:

1. On the Data Exchange work area, select Spreadsheet Templates.

2. On the Spreadsheet Templates page, search for and select the spreadsheet template that you want to export.

3. From the Actions menu for the spreadsheet, select Export.

4. In the Opening dialog box, select Save file and click OK.

5. In the file-name dialog box, select a location for the file and click Save.

   The file is exported to the specified location in XML format. Deliver the file to the target environment.

Import Spreadsheet Templates

Follow these steps in the target environment:

1. On the Data Exchange work area, select Spreadsheet Templates.

2. On the Spreadsheet Templates page, click Import.

3. In the Import dialog box:

   1. Enter a unique name for the spreadsheet template. This name applies in the target environment.

   2. The Code field is completed automatically based on the name value. You can overwrite the value.

   3. If your template is legislation-specific, then select the legislative data group.

   4. Click Choose File to select the template file.

   5. Enter a description and select a category, if required.

   6. Click OK in the Import dialog box to import the template.

   Click OK to close the Confirmation dialog box.

4. On the Spreadsheet Templates page, search for the imported template.

   The status of an imported spreadsheet template is always Draft. Change the status to Active when the template is ready for use.