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Overview

Building a great Custom Form takes time. Once you’ve nailed the fields, sections, and conditional logic, you shouldn’t have to rebuild it from scratch every time you want to use it somewhere else. You don’t have to, with one click you can export or import.

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Why this matters

Whether you run multiple locations, manage a franchise, or just want to share a working template outside of FieldPulse, this saves you from rebuilding 50+ fields by hand. Use it to:
  • Replicate a single source-of-truth template across child accounts
  • Import a pre-built Custom Form template
  • Back up your most important forms before making big changes
We built this for the same reason your team builds a checklist: do the work once, then reuse it.

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Who can use this

Import / Export JSON is admin-only and lives in Company Settings under Custom Forms. It’s available on web only. You’ll see the dropdown inside the Custom Form Template editor, right next to Import PDF, Form Settings, and Save Template.

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How to export a template

Step 1: Open Company Settings and click Custom Forms. Step 2: Open the template you want to export and click Import / Export JSON. Step 3: Choose Export JSON. That’s it. Your browser downloads a .json file named after your template. Save the file somewhere safe or send it to whoever needs it.

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How to import a template

Step 1: Open Company Settings and click Custom Forms. Step 2: Click New Custom Form to start fresh, or open an existing template you want to replace. Click Import / Export JSON. Step 3: Choose Import JSON and pick the file you want to import from your computer. Review everything, then click Save Template to make it official.

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What’s included (and What’s Not)

To keep imports clean, account-specific settings don’t travel with the file. Here’s what comes along:
  • Fields and field-level settings
  • Sections and layout
  • Conditional logic
  • PDF mappings
And here’s what you’ll set up again in the destination account:
  • Status Workflow
  • View and Edit Permissions for teams and users
  • Page Settings, including Page Background

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Troubleshooting

IssueLikely causeFix
Import shows an error after picking a fileThe JSON file is corrupted or doesn’t match the expected schemaRe-export from the source account and try again. Avoid editing the JSON file by hand.
Imported template doesn’t appear in the Custom Forms listYou didn’t click Save Template after the import loadedRe-open the editor and click Save Template to persist your changes.
Permissions, status workflow, or page background didn’t transferThese settings are excluded from import/export by designReconfigure them in Form Settings on the destination account.
You don’t see the Import / Export JSON buttonYou’re not signed in as an admin, or you’re on mobileSign in as an admin on web, then open the template through Company Settings and Custom Forms.

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FAQs

Will my form submissions (customer responses, signatures, photos) come along? No. Import / Export JSON moves the template structure only, not any data your customers or technicians have submitted. Past form responses stay in the original account. Is there a limit on how many templates I can import? No hard limit. If you’re adding a long list of templates to your account, import them one at a time and save each one before starting the next.