Copy a journey to another sandbox copy-to-sandbox

Sandbox Tooling allows you to copy objects across multiple sandboxes by leveraging package export and import. A package can consist of a single object or multiple objects. Any objects that are included in a package must be from the same sandbox.

This page describes the Sandbox tooling use case in the context of Journey Optimizer. For more information on the feature itself, refer to the Experience Platform documentation.

This feature requires the following permissions from the Sandbox administration capability: Manage sandboxes (or View sandboxes) and Manage packages. Learn more

Get started with Sandbox Tooling sandbox-gs

Journey Optimizer allows you to copy an entire journey from one sandbox to another. For example, you can copy a journey from your Stage sandbox environment to your Production sandbox. In addition to the journey itself, Journey Optimizer also copies most of the objects the journey depends on: audiences, schemas, events and actions. For more details on copied objects, refer to this section.

We do not guarantee that all linked elements will be copied to the destination sandbox. We strongly recommend that you perform a thorough check before publishing the journey. This will allow you to identify any potential missing object.

The copied objects in the target sandbox are unique and there is no risk of overwriting existing elements. Both the journey and any messages inside the journey are brought over in draft mode. This allows you to perform a thorough validation before publication on the target sandbox. The copy process only copies over the metadata about the journey and the objects in that Journey. No profile or dataset data is being copied as part of this process.

The copy process is carried via a package export and import between the source and target sandboxes. Here are the general steps to copy a journey from one sandbox to another:

  1. Add the journey as a package in the source sandbox.
  2. Export the package to the target sandbox.

In addition, you can leverage Journey Optimizer Object Copy Service REST API to manage sandboxes’ objects. Learn how to work with the Object Copy Service REST API

Add the journey as a package export

To copy a journey to another sandbox, you first need to add the journey as a package in the source sandbox. Follow these steps:

  1. In the JOURNEY MANAGEMENT menu section, click Journeys. The list of journeys is displayed.

  2. Search for the journey you want to copy, click the More actions icon (the three dots next to the journey name) and click Add to package.

    The Add to package window is displayed.

  3. Choose if you want to add the journey to an existing package or create a new package:

    • Existing package: select the package from the drop-down menu.
    • Create a new package: type the package name. You can also add a description.
  4. In the ADMINISTRATION menu section, click Sandboxes, select the Packages tab and click on the package you want to export.

  5. Select the objects you wish to export, and click Publish

    If the publication failed, you can check the logs to identify the failure reason. Open the package, click See failed jobs, select the import job and click View import details.

Export the package to the target sandbox import

Once the package is published, you need to export it to the target sandbox.

  1. In the source sandbox, click the Sandboxes menu, select the Packages tab and click the + icon, next to the package you want to export.

  2. Select the Target sandbox from the drop-down field and click Next. Only sandboxes within your organization are available.

  3. Review the package objects and dependencies. This is the list of associated objects used in the journey. This list displays the name and the object type. For each object, you can choose to create a new one or use an existing one in the target sandbox.

  4. Click the Finish button, in the top-right corner, to start copying the package to the target sandbox. The copying process varies based on the complexity of the journey and how many objects need to be copied over.

  5. Click the import job to review the copy result:

    • Click View imported objects to display each individual object copied.
    • Click View import details to check the import results for each object.

  6. Access your target sandbox and perform a thorough check of all the copied objects.