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UpsellBay Documentation Docs

Tools

UpsellBay - Tools Page

The Tools tab in UpsellBay provides a robust data migration system. Whether you are moving from a staging site to production, sharing templates between stores, or simply taking a backup, the Tools page handles it all.

Export Data

Section titled “Export Data”

The Export tool generates a complete, structured JSON file of your UpsellBay setup.

What is exported?

  • All Active and Paused Offers (including their rules, discounts, and placement configurations).
  • Global Plugin Settings (including placement toggles, limits, and style tokens).
  • Note: Analytics, logs, and sensitive data (like license keys) are not exported.

To export, simply click Export Whole Data. A .json file (e.g., upsellbay-export-YYYY-MM-DD.json) will be downloaded to your computer.

Import Data

Section titled “Import Data”

The Import tool allows you to safely upload an exported .json file and restore your setup. The process uses a two-step preview system to ensure you have full control before any data is saved to your store.

Step 1: Upload and Preview

Section titled “Step 1: Upload and Preview”
  1. Choose the .json file you previously exported.
  2. Click Upload and Preview.
  3. UpsellBay will analyze the file and present a summary of what was found (e.g., Global Settings and the number of Offers).

Step 2: Import Preferences

Section titled “Step 2: Import Preferences”

On the Preview screen, you can configure exactly how the incoming data should be handled:

  • Import global settings: Checked by default if settings exist in the file. Uncheck this if you only want to import offers without overwriting your store’s current styling and configurations.
  • Append “(Import)” to offer titles: Check this if you want to easily distinguish the newly imported offers from your existing ones.
  • Duplicates Handling: If an imported offer has the exact same title as an offer already on your store, you can choose a strategy:
    • Create duplicate offers: Imports the offer alongside the existing one.
    • Skip importing: Ignores the incoming offer.
    • Overwrite existing: Updates the existing offer with the incoming configuration.

Once you are satisfied with your preferences, click Confirm Import to apply the changes.