Export and Import Settings
By the end of this guide, you'll know how to export your DeskPress settings as a JSON file and import them on another site.
Prerequisites
Before you begin, make sure you have:
- DeskPress activated on both the source and destination sites
- Administrator access on both sites
When to Use This
- Migrating to a new server -- export your settings before moving, import them after
- Staging to production -- configure everything on a staging site, then import the settings on your live site
- Backup -- save a copy of your configuration before making major changes
- Multi-site setup -- replicate your configuration across multiple WordPress installations
Exporting Settings
1. Go to the export page
Navigate to DeskPress > System > Maintenance.
2. Choose what to export
You can export all settings or select specific categories:
| Category | What It Includes |
|---|---|
| API | Help Scout API credentials and OAuth tokens |
| Beacon | Beacon embed code and security key |
| Docs | Docs API key, site ID, collection settings |
| AI Drafts | AI provider, API keys, models, mailbox, prompt, knowledge base config |
| AI Chatbot | Chatbot toggle, greeting, prompt, handoff mode, rate limit, appearance |
| Portal Builder | Portal template block configuration |
| Design | All portal design settings (colors, typography, layout, hero, topics) |
| Opening Hours | Business hours schedule and timezone |
| Support Form | Form field configuration and success message |
| License | License key and activation status |
3. Click Export
Click the Export button. A JSON file will download to your computer with a filename like deskpress-settings-2026-03-10-143022.json.
Importing Settings
1. Go to the import page
On the destination site, navigate to DeskPress > System > Maintenance.
2. Upload the file
Click Choose File and select the JSON file you exported.
3. Choose what to import
Select the categories you want to import. Only settings from the selected categories will be updated. Everything else stays unchanged.
4. Click Import
Click the Import button. You'll see a confirmation message with the number of settings imported.
Tips
- API keys and tokens are included. If you're sharing the export file with someone else, be aware that it may contain sensitive credentials. Remove the API and License categories if you don't want to share those.
- Design settings are safe to transfer. Colors, typography, and layout settings transfer cleanly between sites.
- The import doesn't delete anything. It only updates the settings included in the file. Existing settings not covered by the import are left untouched.
- Knowledge base data is not included. The export contains only configuration settings, not the indexed embeddings. You'll need to reindex the knowledge base on the destination site.