The Dashboard Sync endpoints let you move dashboards (and the charts they render) from one Upsolve environment to another — for example, from a staging deployment where your users build and refine dashboards to a production deployment that serves them. This is designed for self-hosted (on-prem) deployments where both environments were originally seeded from the sameDocumentation Index
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.ucf file (via the execute-patches
command). Because the seed is identical, every dashboard, chart, filter, and
theme already shares the same id across environments — so importing is a true
upsert rather than a copy that risks duplicates.
Workflow
Mark dashboards as exportable
Call Mark Dashboards Exportable
on the source (e.g. staging) environment to flag the dashboards you want to
promote. Both global and tenant-scoped dashboards can be marked.
Export to an encrypted .ucf file
Call Export Dashboards to
download an encrypted
.ucf file containing every exportable dashboard, the
charts they reference, and their filters and themes.Import into the target environment
Send the file’s contents to
Import Dashboards on the
target (e.g. production) environment. Definitions are upserted in place,
preserving ids and versions. Re-importing the same file is idempotent.
Requirements & notes
- Authentication: all three endpoints require an Upsolve admin API key.
- Encryption: the
.ucffile is AES-256-CBC encrypted with your deployment’sFILES_KEY. The source and target environments must share the sameFILES_KEY, or the import will fail to decrypt. - Scope: the import rejects any payload (or row) whose organization does not match the authenticated organization, preventing cross-tenant writes.
- What travels: chart and dashboard definitions plus their filters and themes. Connections and data models are not included — they are assumed to already match from the original shared seed.