Documentation

Export and import settings

Move organization configuration between workspaces as a portable bundle, without moving secrets.

Organization configuration can be exported as a portable bundle and applied to another organization. Find it under Settings → Data → Export settings.

This exists for three situations: standing up a second organization that should match an existing one, promoting a configuration from a trial workspace to a real one, and keeping a reviewable record of how a workspace is configured.

What travels

The bundle covers organization-level configuration:

AreaIncluded
Policy and qualityOrg policy, quality policies, project gates, lifecycle policies, review rules
Agents and modelsAI profiles, provider key references
AutomationHooks, schedules
ConnectionsSource control integrations, channel bridges, MCP servers
AccessEnterprise identity configuration, service accounts
DataRetention settings, storage configuration, audit destinations

What does not travel

Secrets never leave. Provider keys, tokens and credentials are exported as placeholders. The bundle records that a key exists and what uses it, never its value — you re-enter secrets after importing.

Also excluded: anything that is workspace identity rather than configuration — the organization name, its members, its billing relationship — and operational history such as tasks, runs and audit events.

The rule is that a bundle describes how a workspace is configured, not what has happened in it.

Preview before applying

Applying a bundle runs a preview first, showing what each section would do:

StatusMeaning
appliedThe setting will be created or updated
unchangedAlready matches; nothing to do
needsRebindDepends on something that must be re-pointed locally
failedCannot be applied; the reason is given

Read the preview properly. needsRebind is the one that matters most — it flags settings referring to something that does not exist identically in the target, typically a repository connection or a secret. Those need attention before the configuration is actually equivalent.

Keeping bundles in version control

An exported bundle is a file, so it can live in a repository, be diffed and be reviewed. For teams treating configuration as code, that is the value: a change to organization policy becomes a reviewable diff rather than a click someone made.

Since secrets are placeholders, a bundle is safe to commit — but check for anything identifying in your own configuration before making one public.