# How to migrate Templates from one environment to another

> **Migrate Microsoft Dynamic 365 CRM templates from one environment to another with our 1-click app** [**Click2Clone**](https://bit.ly/3i2UkaL)**! Excited to try? Download the free trial from our website or mail us at** [**crm@inogic.com**](mailto:crm@inogic.com) **to schedule a personalized demo**

The process of migrating templates from one environment to another can be divided into two parts:

* Export template from one environment
* Import the same template in another environment

### Export template from one environment

Before exporting the template, create a **custom view** on **'Click2Clone Templates'** in the environment from which the template is to be moved in the following way:

* Navigate to **Settings** --> **Customizations.**

<figure><img src="/files/-M7HmeKDqMcHn2JNx-Cu" alt="migrate Templates"><figcaption></figcaption></figure>

* Click on **'Customize the System'.**

<figure><img src="/files/-M7HmnNibn9bIuznBTLq" alt="migrate Templates"><figcaption></figcaption></figure>

* Navigate to **Entities** --> **Click2Clone Template** --> **Views**.

<figure><img src="/files/-M7Hmvua74LdFCkeIyK_" alt="migrate Templates"><figcaption></figcaption></figure>

<figure><img src="/files/-M7Hn-q88JC_3V2H3wvW" alt="migrate Templates"><figcaption></figcaption></figure>

* Click on **'New'** to create a new view.

<figure><img src="/files/-M7Hn4cS9gET_yoGOWnC" alt="migrate Templates"><figcaption></figcaption></figure>

* Enter an appropriate name for the view and click **'Ok'** to proceed.

<figure><img src="/files/-M7HnBx5Zwnk39NyZhRr" alt="migrate Templates"><figcaption></figcaption></figure>

* Click on **'Add Columns'.**

<figure><img src="/files/-M7HnGTdembF69KKCR0S" alt="migrate Templates"><figcaption></figcaption></figure>

* You can keep the following column names disabled -  **Created by, Created by (Delegate), Created on, Modified by, Modified by (Delegate), Modified on and Record created on.**

<figure><img src="/files/-M7HnO3yKmVheK9NaFH-" alt="migrate Templates"><figcaption></figcaption></figure>

<figure><img src="/files/-M7HnUa4nNUyVKiZaxSO" alt="migrate Templates"><figcaption></figcaption></figure>

<figure><img src="/files/-M7HoMwjyh0HZmaQvy-v" alt="migrate Templates"><figcaption></figcaption></figure>

* Click **'Ok'** to proceed.

<figure><img src="/files/-M7HoG6E4GnNSJfOcpF2" alt="migrate Templates"><figcaption></figcaption></figure>

* Click **'Save/Save & Close'** icon to save this view.

<figure><img src="/files/-M7HoTlD0ZET1jcvTBJB" alt="migrate Templates"><figcaption></figcaption></figure>

* You can see the view that has just been added.

<figure><img src="/files/-M7Ho_TUruMqV-UGGYYB" alt="migrate Templates"><figcaption></figcaption></figure>

* Click on **'Publish All Customizations'.**

<figure><img src="/files/-M7HoegLsKrKQG6P8bX3" alt="migrate Templates"><figcaption></figcaption></figure>

* Go back to **Click2Clone** application --> **Click2Clone Templates** --> Select the **Export View.**

<figure><img src="/files/-M7Hp1xFmez80dsOsQJf" alt="migrate Templates"><figcaption></figcaption></figure>

* Click on **'Export to Excel'.**

<figure><img src="/files/-M7IMzb-QjiIHT-C2_dj" alt="migrate Templates"><figcaption></figcaption></figure>

* After clicking on **'Export to Excel'**, file with an extension **'.xlsx'** will be downloaded. **Open** this file and **save** it as **.csv format** in the system.

<figure><img src="/files/-M7HpJ45O0hSUuHuazDw" alt="migrate Templates"><figcaption></figcaption></figure>

* Click **'Ok'.**

<figure><img src="/files/-M7HpXvA-M7UOoK3W_Zq" alt="migrate Templates"><figcaption></figcaption></figure>

Once you have successfully created the .csv version of the exported file, let’s proceed to import operation.

### Import the same template in another environment

* Login to the other environment to which we want to import the template --> Navigate to **Click2Clone** application --> **Click2Clone Templates.**

<figure><img src="/files/-M7IIzDb-pdA4tvpkaim" alt="migrate Templates"><figcaption></figcaption></figure>

* **Import** the same **.csv** file.

<figure><img src="/files/-M7IJ9UhfvxU8cfZ2Rha" alt="migrate Templates"><figcaption></figcaption></figure>

<figure><img src="/files/-M7IJDBuepnBSY3KIh8g" alt="migrate Templates"><figcaption></figcaption></figure>

* Browse the **.csv** file.

<figure><img src="/files/-M93WFMK3LT_hdAPz3uU" alt="migrate Templates"><figcaption></figcaption></figure>

<figure><img src="/files/-M7IJQhWtXUqLVUj0W-u" alt="migrate Templates"><figcaption></figcaption></figure>

* Click on **Review Mapping**.

<figure><img src="/files/-M7IJYxWGZ2WXIPTJ_-u" alt="migrate Templates"><figcaption></figcaption></figure>

* Click **'Finish Import'** without changing any of the below fields.

<figure><img src="/files/-M7IJeGlcC_7vNL9pzxK" alt="migrate Templates"><figcaption></figcaption></figure>

* Click on **Confirm.**

<figure><img src="/files/-M7IJll-fLrkXHcSJRQA" alt="migrate Templates"><figcaption></figcaption></figure>

* Click on **Done.**

<figure><img src="/files/-M7IJsVlrEw94z1rtEyo" alt="migrate Templates"><figcaption></figcaption></figure>

* Wait for the system to finish the import process (**Refresh** the page couple of times).

<figure><img src="/files/-M7IK-gS8fUthf2Wh1ue" alt="migrate Templates"><figcaption></figcaption></figure>

**Let's now compare the two environments.**

* **Environment - 1**

<figure><img src="/files/-M7INN7i0nIbG6yrPRXC" alt="migrate Templates"><figcaption></figcaption></figure>

* **Environment - 2**

<figure><img src="/files/-M7IKDWGX9gaoi5Ba3mF" alt="migrate Templates"><figcaption></figcaption></figure>

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}

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