Exporting Organizations

As an administrative user, you can export organization or template details from your organizations and their child organizations. The organization details and site data are exported to an Excel (.xlsx) format, which can then be imported into a different parent organization or Sonitrol CORE instance.

The exported Excel file includes details of Organisations, Sites, DayTypes, Calendars, Schedules, Tags, AlarmKinds, Roles, CredentialFormats, Credentials, Users, Visitors, RuleSets, Rules, MarkerTemplates, Services, SchemaTypes, Profiles, and Graphics.

1. Click System on the left navigation pane.

2. There are 2 ways to get to the Organization structure page:

   • Click Organizations on the top navigation bar.

   or

   • Click Features on the top navigation bar. Then in the System Menu section, click Organizations.

   All the current available organizations are listed on the Organization structure page.

3. Select the organization you wish to export and click Details.

4. Click Export on the action bar.

The organization and site details are exported to an Excel file along with the graphics to your browser’s default download location.