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Export-import segments and assignment rules between environments

Important

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Enabled for Public preview Early access General availability
Admins, makers, marketers, or analysts, automatically - - Feb 12, 2024

Business value

As an administrator or sales manager, you need to set up assignment rules in multiple environments like sandbox, dev, test, or production. This increases the time taken to transfer rules from one environment to another and is prone to errors. With this feature, you can export your segments and assignment rules from one environment and import them into another environment easily.

Feature details

As an administrator or sales manager, you can:

  • Export segments and assignment rules from a source environment.
  • Import segments and assignment rules to any target environment.
  • Update any environment-specific data—for example, User ID.

See also

Migrate assignment rules and segments (docs)