π Introducing Plan Export & Import: A new feature to effortlessly transfer and manage plans across environments
Elevate your plan management with our new Plan Export and Import feature. Effortlessly transfer fully configured plans across different environments, from development to production, reducing redundancy and minimizing errors. Say goodbye to manual plan recreation and hello to streamlined workflows.
Benefits:
π€ Efficient plan propagation: Effortlessly transfer fully configured plans between test, staging, and production environments.
β±οΈ Reduced redundancy: Eliminate the need to rebuild plans in each environment, saving you time and resources.
π‘οΈ Minimized errors: Say goodbye to accidental errors that arise from manual plan recreation.
How it works:
1. Export Plans:
– Export a complete plan version into a JSON file.
– Export all plan versions as separate files, each clearly named with plan and version details.
– Ensure data integrity with automated checksums for each exported file.

2. Import Plans:
– Import plan versions as drafts for review and customization.
– Built-in validation checks ensure file structure integrity and checksum for data accuracy.
– Seamless matching of Balances, Policy Configuration, and Rating Groups.
– No need for complex bulk loading procedures.

Plan Export and ImportΒ will significantly improve your plan management experience. Stay tuned for more updates! π