Importing an Exported Profile¶
BizMetry allows you to import a previously exported Profile package, recreating all its configuration — including Templates, Resource Types, Domains, Frame Types, Environments, Clients, and Resources — in the destination account.
This feature is useful for: - Cross-account migrations — moving a profile from a test account to a production account. - Backup restoration — restoring a Profile from an export file. - Onboarding templates — distributing pre-configured Profiles to new accounts or teams.
🧭 Accessing Profile Import¶
- Click on the Main Menu icon (☰) from the top navigation bar.
- Select "Import Profile" from the menu.
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Capture required: Main Menu with "Import Profile" option highlighted.
📦 What's Included in an Exported Profile¶
A BizMetry Profile export is a structured package (typically a .json or .zip file) containing:
- Profile metadata (name, description, language)
- Full Telemetry Template (Client Types, Resource Types, Domains, Attribute Types, Frame Types)
- Environment definitions
- Client configurations
- Resource registrations
- Environment Mappings (datasource references may need to be remapped)
Datasource Remapping
Exported profiles do not include datasource credentials. After import, you may need to re-link Environment Mappings to the correct datasources in the target account.
📥 Import Process¶
Step 1 — Upload the Export File¶
Click "Select File" and upload the .json export file from your local filesystem.
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Capture required: Import dialog with file upload area and file selected.
Step 2 — Review Import Summary¶
BizMetry parses the file and shows a summary of what will be created:
- Profile name and description
- Number of Resource Types, Domains, Frame Types
- Number of Environments, Clients, Resources
- Conflicts detected (if a Profile with the same name already exists)
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Capture required: Import summary screen showing what will be imported and any detected conflicts.
Step 3 — Conflict Resolution¶
If a Profile with the same name already exists in the account, BizMetry offers:
| Option | Description |
|---|---|
| Import as new (rename) | Creates the imported Profile under a different name. |
| Overwrite existing | Replaces the existing Profile's configuration. ⚠️ Destructive. |
| Cancel | Abort the import. |
Step 4 — Confirm Import¶
Click "Import" to trigger the import job. BizMetry will process the file asynchronously.
Background Job
Large Profile imports may take a few seconds to complete. You can monitor progress in the System Jobs panel.
✅ After Import¶
Once complete, the imported Profile appears in your Home Screen. You may need to:
- Remap datasources — link Environment Mappings to your local datasources.
- Deploy agents — agents from the source account are not included; you'll need to deploy fresh agents.
- Verify template integrity — review the Template Explorer to confirm all entities were imported correctly.