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Export/Import learning instances

  • Updated: 2022/08/18
    • Automation 360 v.x
    • IQ Bot
    • Digitize

Export/Import learning instances

A user with the IQ Bot Admin role or with the View and manage migration permission can use the Export and Import buttons to move learning instances between Document Automation environments.

Export a learning instance

When you export a learning instance, a .dw file is downloaded to your desktop with the learning instance configurations, including the language, provider, and fields.

To export a learning instance, navigate to Manage > Learning Instances and mouse over the vertical ellipses to the right of the learning instance you want to export. Then, click Export.
Note: The process and bots associated with the learning instance are exported separately: Export an AARI process | Export bots

Import a learning instance

First, import the process and bots associated with the learning instance: Import an AARI process. If you do not import the process, Document Automation will create a new process when you import the learning instance.
Note: Verify that the destination environment has the necessary licenses. See Automation 360 licenses.
To import a learning instance:
  1. Navigate to Manage > Learning Instances and click Import at the top of the page.
  2. Click Browse to select the learning instance.
    Note: If there is already a learning instance in this environment with the same ID number, the imported learning instance overwrites the existing one.
  3. Select whether to pair the learning instance with an existing process or to create a new process.
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