Site Import/Export

The site.xsd schema file describes the structure of data that is exported from an instance to a zip file, or imported from a .zip file. The site.xsd file describes all site-related data and global, non-site-related data (that is, organization-level data, such as shipping methods).

Note: Don't use special characters, such as umlauts, in file names—including names of image files—because doing so causes site import/export to fail.

Site export exports certain objects (including database objects and static files) and stores them in a single .zip file, which is available for download. You can upload the zip file to another instance and import it there. Site import is possible only if there is no custom site in the instance.

Note: Code (cartridges) isn't part of the Site import/export and must be dealt with separately.

To access Site Import Export, select Administration > Site Development > Site Import & Export.

You can use Site Import/Export as follows:

Mode Purpose Included Data
Import Initial Instance Setup. You can "clone" an instance. This is most helpful during development to initialize a developer's instance or a testing instance. (You can use Site Import to set up an initial "staging" instance, but then the import will not be used again in a primary instance group.)

Initial global data (site independent) such as:

  • Global preferences as locales, instance time zones
  • Global custom objects
  • Schedules
  • System object attribute extensions
  • Custom object types
  • Custom preference type definitions
  • Catalogs and price books

Site data including business objects as:

  • Custom objects
  • Content library, assets and images
  • Customer groups
  • Customer lists
  • Shipping, tax and payment configuration
  • Inventory
  • Stores
  • Site preferences
  • Search configuration
  • Source Codes

Site relations data such as Catalog-Site assignments

Export Archiving Instance Data All instance data comprising all sites and corresponding business objects and global data are exported.
Export Particular Instance Data

Selective site and instance data. An user can choose between

  • Sites - you can also select individual types of site-specific data to export.
  • Libraries / Library Static Resources
  • Catalogs / Catalog Static Resources
  • Price Books
  • Inventory Lists
  • Customer Lists
  • Global data (Custom Objects, Attribute Definitions, Custom Preferences, Schedules, Custom Quota Settings)
Export/ import Copying an entire Instance

Salesforce B2C Commerce customization projects often involve several development teams working in parallel on different development instances. The Site import/export lets them share instance configurations and data across multiple instances.

Site import/export lets them save a snapshot (configuration and data) of an instance and restore it on the same or another instance. This feature can also be used for instance configuration versioning.

Export/ import Copying specific site data for testing When testing new code or troubleshooting a problem, it might be necessary to export data from a production instance to import it on a developer sandbox. However, it isn't desirable to import all of the site's data, either because of the size of the site or because of privacy concerns around customer data. In this case you can use the export feature to export only the site-specific data you want and import it into your sandbox.

Granularity: selected sites.

Other information you need to know about Site Import/Export:

Business Manager Import Location

Administration > Site Development > Site Import & Export.

Initial Instance Setup

You can configure:

Archiving Data of an Instance

Use Site export to export instance data that consists of all sites and corresponding business objects and global data (except carts, wish lists and orders).



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