Importing and Exporting Queries

Accolade provides Administrators and Process Designers the ability to export queries from one Accolade environment and import it into another Accolade environment. For example, your company may have a test environment set up during your implementation, or you may have company branches that are new to Accolade that are hosted in a separate environment. Instead of having to recreate queries in each environment, download the information and import it into the new environment.

The download exports the query configuration into a spreadsheet file with the information grouped into the following tabs within the file:

• Queries
• Access Groups

To export queries:

1. From the System menu, select Content Sources > Queries.
2. Select the queries that you want to download.

To narrow the list by query name or system name, add the criteria to filter by in the appropriate filter text box. These filters are case insensitive.

To narrow the list by category, select a category to display in the Category list. To download all queries, select All.

3. Click Download in the top right corner of the page.

By default, the file exports automatically to a temporary internet files directory. Save it to a more accessible location.

Note:  Only components to which you have view and/or edit configuration access group rights will download. Components you can only view may be included in the file, but you can only upload changes to areas to which you have explicit edit permission.

To import queries into Accolade:

1. Ensure the data within the spreadsheet meets the requirements for a successful import.
2. Remove any queries that you do not want to include in the upload from the spreadsheet and save the file.
3. From the System menu, select Content Sources > Queries.
4. Click Upload in the top right corner of the page.
5. Click Load File and select the spreadsheet file to load.
6. Click Upload File.

Accolade uploads the changes to the queries in the spreadsheet, and adds any new queries with unique system names.

7. (Optional) Click Print to print the import results for your records.

Note:  Components that are imported are subject to group configuration rules. The user may assign components in a way that the configuration access groups are not consistent. This behavior is not allowed in the UI, and mismatches in either the user's access rights or the component's access group restrictions may result in warning or error messages during the upload, and may result in an incomplete upload.

Queries Settings Included in the Spreadsheet File

The columns in the downloaded spreadsheet include the settings for each query in the order listed below. For a description of each query setting, see Adding Database Queries.

Important! Using the import and export tools to update configuration can result in unintended changes if information is missing or creates an error during the import process. Sopheon recommends reviewing Importing and Exporting Configuration Components Best Practices before making changes in a production environment.

• Queries

   

  Column Name	Accepted Values on Upload	Additional Notes
  Query System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a query exists, its settings are changed with the values in the uploaded file. If a new, unique system name exists in the file when uploaded, a new query is created.
  Query Name	Any	If blank, the query does not upload.
  Description	Any	Can be blank.
  Category	Alphanumeric characters	If a new, unique category name exists in the file when uploaded, a new category is created. If blank, the query is placed in the Default category.
  SQL	Valid query	Enter the query code. See Writing Successful Database Queries.
  Delete	Yes, Y, True, 1, X*	All other values are treated as No on upload.

  * For any column that accepts Yes, Y, True, 1, or X, you can also enter No, N, False, or 0 if it helps you when entering data in the spreadsheet. All values other than Yes, Y, True, 1, or X are treated as No when you upload the spreadsheet.

  ** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).

   

• Access Groups

   

  Column Name	Accepted Values on Upload	Additional Notes
  Query System Name	Alphanumeric characters, underscore**	Used for matching for upload. If a query exists, its settings are changed with the values in the uploaded file.
  Access Groups	Valid access group system name	Include a separate row for each access group.

  ** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).