# 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7HCsr0SDN_hwZfCnr2%2F-M7HmeKDqMcHn2JNx-Cu%2FExp_1.png?alt=media&#x26;token=d0cd1864-6ae3-47df-b96e-2d362e111c27" alt="migrate Templates"><figcaption></figcaption></figure>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7HCsr0SDN_hwZfCnr2%2F-M7HmnNibn9bIuznBTLq%2FExp_2.png?alt=media&#x26;token=f386198e-e787-4446-a579-edc97fd44019" alt="migrate Templates"><figcaption></figcaption></figure>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7HCsr0SDN_hwZfCnr2%2F-M7Hmvua74LdFCkeIyK_%2FExp_3.png?alt=media&#x26;token=16107dd0-2a36-4f69-9ad7-c70315e7143a" alt="migrate Templates"><figcaption></figcaption></figure>

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7HCsr0SDN_hwZfCnr2%2F-M7Hn-q88JC_3V2H3wvW%2FExp_4.png?alt=media&#x26;token=0816412b-b635-49c2-b937-68ece1de10e4" alt="migrate Templates"><figcaption></figcaption></figure>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7HCsr0SDN_hwZfCnr2%2F-M7Hn4cS9gET_yoGOWnC%2FExp_5.png?alt=media&#x26;token=e12ccec4-36dd-4258-88a4-a6f72c428abf" alt="migrate Templates"><figcaption></figcaption></figure>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7HCsr0SDN_hwZfCnr2%2F-M7HnBx5Zwnk39NyZhRr%2FExp_6.png?alt=media&#x26;token=ac22ec90-30c7-4776-b58e-ed7b0234089e" alt="migrate Templates"><figcaption></figcaption></figure>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7HCsr0SDN_hwZfCnr2%2F-M7HnGTdembF69KKCR0S%2FExp_7.png?alt=media&#x26;token=c0515921-c2d6-416c-9dfa-414b30db8fd0" 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7HCsr0SDN_hwZfCnr2%2F-M7HnO3yKmVheK9NaFH-%2FExp_8.png?alt=media&#x26;token=3b33b164-704e-40d7-8778-feaf796af5a8" alt="migrate Templates"><figcaption></figcaption></figure>

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7HCsr0SDN_hwZfCnr2%2F-M7HnUa4nNUyVKiZaxSO%2FExp_9.png?alt=media&#x26;token=bcda3dbd-e7fc-498c-ad43-9f5fc71184b9" alt="migrate Templates"><figcaption></figcaption></figure>

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7HCsr0SDN_hwZfCnr2%2F-M7HoMwjyh0HZmaQvy-v%2FExp_10.png?alt=media&#x26;token=cf2a6360-0b48-4afe-9f36-20367e8eda17" alt="migrate Templates"><figcaption></figcaption></figure>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7HCsr0SDN_hwZfCnr2%2F-M7HoG6E4GnNSJfOcpF2%2FExp_10%20-%20Copy.png?alt=media&#x26;token=74a89db8-3783-4780-9448-1e026468505d" alt="migrate Templates"><figcaption></figcaption></figure>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7HCsr0SDN_hwZfCnr2%2F-M7HoTlD0ZET1jcvTBJB%2FExp_11.png?alt=media&#x26;token=93ad13a3-2895-406d-b00f-c859abd52986" alt="migrate Templates"><figcaption></figcaption></figure>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7HCsr0SDN_hwZfCnr2%2F-M7Ho_TUruMqV-UGGYYB%2FExp_12.png?alt=media&#x26;token=ac0f5d52-0529-4a8f-95a7-b624ec790220" alt="migrate Templates"><figcaption></figcaption></figure>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7HCsr0SDN_hwZfCnr2%2F-M7HoegLsKrKQG6P8bX3%2FExp_13.png?alt=media&#x26;token=d27641e5-f267-4c51-8b72-b438c82a4818" alt="migrate Templates"><figcaption></figcaption></figure>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7HCsr0SDN_hwZfCnr2%2F-M7Hp1xFmez80dsOsQJf%2FExp_14.png?alt=media&#x26;token=44f9a2df-8492-4bc2-ae27-e5d505327dfe" alt="migrate Templates"><figcaption></figcaption></figure>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7IKMuF4pJl200vTjqc%2F-M7IMzb-QjiIHT-C2_dj%2FExp_23.png?alt=media&#x26;token=eb6f0fc3-eae5-4180-978f-6b183b8c1bdc" 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7HCsr0SDN_hwZfCnr2%2F-M7HpJ45O0hSUuHuazDw%2FExp_20.png?alt=media&#x26;token=2701c583-7bcb-4fa3-bb37-ae100dc9e039" alt="migrate Templates"><figcaption></figcaption></figure>

* Click **'Ok'.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7HCsr0SDN_hwZfCnr2%2F-M7HpXvA-M7UOoK3W_Zq%2FExp_21.png?alt=media&#x26;token=cd6b3d81-4769-4158-a617-716c7a95034c" 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="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7I886VzdxaQeaOjHYX%2F-M7IIzDb-pdA4tvpkaim%2FImp_2.png?alt=media&#x26;token=bed389f5-f58a-4323-9f5b-0a0c7f204e24" alt="migrate Templates"><figcaption></figcaption></figure>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7I886VzdxaQeaOjHYX%2F-M7IJ9UhfvxU8cfZ2Rha%2FImp_3.png?alt=media&#x26;token=21f9368a-9ff2-4444-be7a-6506ca4e10b3" alt="migrate Templates"><figcaption></figcaption></figure>

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7I886VzdxaQeaOjHYX%2F-M7IJDBuepnBSY3KIh8g%2FImp_4.png?alt=media&#x26;token=9257bf2b-0d5e-4eae-9c24-f29c78e3a615" alt="migrate Templates"><figcaption></figcaption></figure>

* Browse the **.csv** file.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M93SjotLqjd-h6Xbc-c%2F-M93WFMK3LT_hdAPz3uU%2FImp_5%20-%20Copy.png?alt=media&#x26;token=1f9e1f4d-6e72-47a6-93ad-3d8b5fba9a88" alt="migrate Templates"><figcaption></figcaption></figure>

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7I886VzdxaQeaOjHYX%2F-M7IJQhWtXUqLVUj0W-u%2FImp_6.png?alt=media&#x26;token=36cd5c98-1857-4ab0-ba82-48520291461e" alt="migrate Templates"><figcaption></figcaption></figure>

* Click on **Review Mapping**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7I886VzdxaQeaOjHYX%2F-M7IJYxWGZ2WXIPTJ_-u%2FImp_7.png?alt=media&#x26;token=5f32aecb-05be-434f-83fc-434135582309" alt="migrate Templates"><figcaption></figcaption></figure>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7I886VzdxaQeaOjHYX%2F-M7IJeGlcC_7vNL9pzxK%2FImp_8.png?alt=media&#x26;token=a996f954-e056-4eef-9472-be60b601d7b5" alt="migrate Templates"><figcaption></figcaption></figure>

* Click on **Confirm.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7I886VzdxaQeaOjHYX%2F-M7IJll-fLrkXHcSJRQA%2FImp_9.png?alt=media&#x26;token=31b02f38-7517-46a0-a8cf-12ab10e2f200" alt="migrate Templates"><figcaption></figcaption></figure>

* Click on **Done.**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7I886VzdxaQeaOjHYX%2F-M7IJsVlrEw94z1rtEyo%2FImp_10.png?alt=media&#x26;token=a1ee2360-5ceb-4487-bfac-3d973206b649" alt="migrate Templates"><figcaption></figcaption></figure>

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

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7I886VzdxaQeaOjHYX%2F-M7IK-gS8fUthf2Wh1ue%2FImp_11%20-%20Copy.png?alt=media&#x26;token=0b495531-3777-4df0-a49a-ac39475cc349" alt="migrate Templates"><figcaption></figcaption></figure>

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

* **Environment - 1**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7IKMuF4pJl200vTjqc%2F-M7INN7i0nIbG6yrPRXC%2FExp_22.png?alt=media&#x26;token=714b541e-bd1e-4ee9-8145-c563fdcb2643" alt="migrate Templates"><figcaption></figcaption></figure>

* **Environment - 2**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-M7I886VzdxaQeaOjHYX%2F-M7IKDWGX9gaoi5Ba3mF%2FImp_11.png?alt=media&#x26;token=aa374a17-f449-4de6-aefb-285b3678b8b8" alt="migrate Templates"><figcaption></figcaption></figure>

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

&#x20;
