How to transfer catalog items from one instance to another?

[Jehiellb]

Hi Team,

Is there a way to transfer the Catalog Items from one instance to another without missing anything like the ff.

• Variables (including question choices)
• Variable sets (including associated variables, client scripts, and UI policies
• Client scripts
• UI policies
• Additional categories
• Approved by user and group
• Available for/Not Available for lists
• Order guide rule base
• Workflows
• etc.

Your time and effort to help will be much appreciated. Thank you in advance!

[Ankur Bawiskar]

Hi,

Best way is to capture anything is create update set and then capture those and then move the update set using

1) update sources

2) export of xml and then import of the xml in another instance

Mark Correct if this solves your issue and also mark Helpful if you find my response worthy based on the impact.
Thanks
Ankur

[swapna24]

can you please tell me how can we transfer all catalog items from one instance to another instance by using integration.

[Matt Taylor - G]

You should be able to add all of those things to an update set, though you may have to do it manually for some of them.

More information about update sets can be found in the articles here and here.

Please mark helpful/correct if this answered your question.

[Allen Andreas · Accepted solution]

Hi,

As others have mentioned, you'd need to capture those things in an update set and then bring that to your other instance. The catalog item is one piece, then workflow is on a separate table, the available for and all that is on another table, variable set on another, etc. So you wouldn't be able to simply go to catalog item and choose "add to update set" and get everything. You can go to each one of those pieces and open in new window (if applicable) and then select "add to update set" and grab them. The workflow, if you open it and click properties, add to update set is at the bottom there if you want to go there or...just search the workflow table for it, but going to the workflow for me is just easier.

Please mark reply as Helpful/Correct, if applicable. Thanks!