Import solutions

You can import solutions manually using the steps below. Only import solutions that you've obtained from a trusted source. Customizations might include code that can send data to external sources.

  1. Select Solutions from the left navigation.

  2. In the solutions list menu, select Import.

    Import solution

  3. In the Import Solution dialog Select Solution Package step, select Choose file and browse to the compressed (.zip or .cab) file that contains the solution you want to import.

  4. Select Next.

  5. View information about the solution. Select Import.

  6. You may need to wait a few moments while the import completes. View the results and then select Close.

If you have imported any changes that require publishing, you must publish customizations before they are available.

If the import isn’t successful, you will see a report showing any errors or warnings that were captured. Select Download Log File to capture details about what caused the import to fail. The most common cause for an import to fail is that the solution did not contain some required components.

When you download the log file, you will find an XML file that you can open using Office Excel to view the contents.

Note

You can’t edit an active routing rule set. Therefore, if you’re importing a solution that includes an active routing rule set into an environment where the rule already exists with the same ID, the import will fail. More information: Create rules to automatically route cases

See also

Update solutions
Export solutions