Control Center enables you to make a copy of an existing program that you can migrate to a different environment or organization. (Usually this is helpful when you need to migrate a program from a test environment to a production environment). Exporting a program downloads a JSON file to your computer. Using a text editor, you can modify the program's configuration — including program parameter values—before importing it to a different environment or organization. If you need to make a copy of a program for use in the same organization, refer to Clone a program.

For details about what program data is copied to the new program, refer to Cloned and exported program attributes.

Export a program

📘

Program export and import supports only the debit, credit, and prepaid program types (both Full balance and Zero balance).

To export a program:

1. From the main menu, select Organization > Programs.
2. On the Programs screen, select the program that you want to export.
3. On the Program information screen, select Export.
4. In the confirmation dialog, select Export.

   After a few moments, a Download button displays on the Program information screen.

5. Select the Download button.

   The button remains available for seven days.

When a program is first created, its status is Processing. After you clone or import a program, you must request two configuration tasks using the Pismo Service Desk:

• The Financial Accounts team must configure the accounting scripts that specify how the Pismo platform generates accounting entries for different types of financial operations. The accounting configuration and entry types are unique to each program and are not copied. For more information about accounting on the Pismo platform, refer to Accounting overview.
• For credit programs, the PCI Cards team must perform some verifications and manual configurations, such as for card embossing. For more information about card embossing on the Pismo platform, refer to Physical card embossing.

Each of these requests can take up to 90 hours (SLA) to fulfill. Once they are completed, the program's status becomes Active and it becomes available for use.

Import a program

To import a program, you must use a JSON file that was generated by exporting a Pismo program (see above). The import process validates this and displays an error message if it encounters a problem.

📘

If the JSON file that you want to import contains a transaction_category field whose value is null, the program transaction type is not imported. As a result, the value of the applicable_charges field will be empty. In such cases, you should modify the program and then export it again. For more information about transaction categories on the Pismo platform, refer to Configuring and managing rates at the program level.

To import a program:

1. From the main menu, select Organization > Programs.
2. On the Programs screen, select Import programs.
3. In the Import program dialog, drag the JSON file into the file upload area and then enter the program name.
4. Select Import.

📘

Asynchronous processing

Your request is processed in the background. When all tasks are completed, Control Center displays a popup message. In the meantime, your new program remains in Processing status.