Export and import a program
As an alternative to adding a program from a template, you can use Control Center to make a copy of an existing program and migrate it to a different environment or organization. You can only do this with debit, credit, and prepaid program types. This is helpful, for instance, when you need to move a program from a test environment into a production environment. When you export a program, it downloads a JSON file to your computer. Using a text editor, you can modify the program's configuration—including program parameter values—before you import it to the new environment or organization.
For details about what program data is copied to the new program, refer to Cloned and imported program properties.
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:
- From the main menu, select Configurations > Programs.
- On the Programs screen, select the program that you want to export.
- On the Program information screen, select Export.
- In the confirmation dialog, select Export.
After a few moments, a Download button displays on the Program information screen.
- Select Download .
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 through 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 the program to the new environment or organization
To import the program you just exported into a new environment or organization, you must use the JSON file that was generated during the export process (see above). The import process validates the JSON file 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 isnull
, the program transaction type is not imported. As a result, the value of theapplicable_charges
field will be empty. If this happens, 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 to the new environment or organization:
- From the main menu, select Configurations > Programs.
- On the Programs screen, select Import programs.
- In the Import program dialog, drag the JSON file into the file upload area and then enter the program name.
- 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.
Updated 15 days ago
You can also add a program from a template or clone an existing program: