Admins can import and export questionnaires (and their case qualification criteria) records through the Litify Setup app. This allows firms to build and test questionnaires in an org sandbox and then import or modify as necessary. 

Use this process for importing and exporting all questionnaires and CQC to validate the data. Do not import questionnaires with the data loader or import button. These do not provide data validation.

How to Export Questionnaires

  1. Log in to Litify.
  2. Navigate to the App Launcher > Litify Setup
  3. Navigate to Litify Intake SettingsQuestionnaires.
  4. In the Import/Export section, select every questionnaire and CQC record you need to export. 

    We suggest you select every questionnaire and CQC record and export them together to avoid creating duplicates. You must export and import CQC records alongside questionnaires. We suggest you export and import them along with the related questionnaires. This process does not check for the relation between questionnaires and CQC, so determine which CQC and questionnaires to export and import together.

  5. Select Export. This downloads the JSON file containing your questionnaires and CQC.
  6. Store this file and prepare to import it.

How to Import Questionnaires 

  1. Log in to Litify.
  2. Navigate to the App Launcher > Litify Setup
  3. Navigate to Litify Intake SettingsQuestionnaires.
  4. Find the Import section.
  5. Select Choose File and locate the JSON file you downloaded.
  6. Select Import.
  7. Locate your new questionnaires and CQC records in the Litify Setup section in your org. This also creates a record for every question from the questionnaires you imported.
  8. Modify and edit questionnaires as necessary in questionnaire builder, including setting them as active and available if necessary.
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