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How to Share a CloudForm with Another StudioCloud Business

Overview

This tutorial explains how to share a CloudForm with another StudioCloud business so that they can import the CloudForm into their StudioCloud account.

Import/Export Limitations

CloudForms sometimes use information unique to the StudioCloud business and, as such, that information can not be exported or shared with another StudioCloud business. The following items are not included with the exported file.

  • Email address where the email is sent when the form is filled out
  • Email template that is sent to the client when the form is filled out
  • Contract template that a client is required to sign when they fill out a form
  • The pipeline that is assigned to a client when they fill out the form
  • The tag that is assigned to a client when they fill out the form
  • Any settings associated with Cloudbooking that aren't visual. 
    • For example, locations, equipment, employees, calendar types, products, services, packages, etc.

How to Export a Single CloudForm

  1. Click on the Cloud Services component
  2. Click on the CloudForms tab
  3. Click the Manage CloudForms button
  4. Find the desired CloudForm and click on the Select Actions menu followed by the Export Form to File menu item

How to Export Multiple CloudForms

  1. Click on the Cloud Services component
  2. Click on the CloudForms tab
  3. Click the Manage CloudForms button
  4. Select the desired CloudForms to export
  5. Click the Import/Export menu option
  6. Click the Export Selected CloudForms to File menu item

How to Import A CloudForm into StudioCloud

  1. Click on the Cloud Services component
  2. Click on the CloudForms tab
  3. Click the Manage CloudForms button
  4. Select the desired CloudForms to export
  5. Click the Import/Export menu option
  6. Click the Import CloudForms from File menu item and select the CloudForm exported file