Importing and exporting taxonomies

You can import and export taxonomies to quickly share, back up, or reuse taxonomy configurations across different projects or environments. These features help maintain consistent document structures and save time when setting up new projects.

You can perform the following actions:

• Export a taxonomy to a file.
• Import an existing taxonomy from a project or file.

Exporting a taxonomy

To export a taxonomy, proceed as follows:

1. Go to Manage taxonomy in the project where you want to export the taxonomy.
2. Select Export, which automatically downloads a .json file with the current taxonomy structure.
3. Select Import.

Importing a taxonomy

To import a taxonomy, proceed as follows:

1. Go to Manage taxonomy in the project where you want to import the taxonomy.
2. Select Import and select one of the following options:
   • From existing project - Imports fields, field groups, and field types along with their instructions.
     1. Select an existing project from the dropdown list.
     2. Use the toggle on the Overwrite existing field types, fields, and field groups option to enable or disable it.
        Note: If you enable the overwrite option, the system will not overwrite fields and field types that have different underlying data types. Instead, it will duplicate then.
     3. Select Import.

   • From file - Imports fields, field groups, and field types along with their instructions.
     1. Upload a taxonomy file in .json format.
     2. Use the toggle on the Overwrite existing field types, fields, and field groups option to enable importing these and overwriting existing items.
        Note:

        • The system will not import by default items that already exist with the same name.
        • If you enable the overwrite option, the system will not overwrite fields and field types that have the same names but different underlying data types. Instead, it will be duplicate them.
     3. Select Import.