Exporting or Importing Query Pipeline Elements Between Organizations

You may have more than one Coveo Cloud organization, typically a staging organization (to test your changes without affecting users) and a production organization. Once you have tested a given query pipeline configuration change in your staging organization, you probably want to apply this change to your production organization. While you could repeat configuration changes from scratch in the production organization and thus, risk to forget a parameter, you can rather use Coveo Cloud administration console export and import features to easily transfer pipeline elements from one organization to another.

Illustration_OrgA_to_B

To export or import query pipeline elements between organizations

  1. Log into the administration console (see Logging in to Coveo Cloud V2).

  2. Access the Pipelines page (see Access the Query Pipelines Page).

  3. Export the pipeline rules (see Export query pipeline rules and/or models).

    Note where the CSV is saved, you will need to retrieve it to import the rules in the other Organization.

  4. Switch to the organization in which you wish to import the pipeline rules (see Switch Organization).

  5. Access the Pipelines page.

  6. When you want to keep existing query pipeline rules and models, in the Export tab, export all rules and models (see Export query pipeline rules and/or models).

    Importing query pipeline rules and models in a query pipeline overwrites all existing rules and models (if any).

  7. Import the pipeline rules (see Import query pipeline rules and/or models).