Manually Move a Phantom and Its Data to a New Workspace

This guide walks you through how to manually move a Phantom from one workspace to another using the setup configuration (JSON) and, if needed, its results file. 

Before you start: 

Transferring a Phantom requires a paid plan on both the original and destination workspaces. If either is on the Free plan, you won’t be able to run automations.

Manually transfer Phantoms between workspaces

Transferring a Phantom from one workspace to another is a manual process. You'll need to: 

• Recreate the Phantom in the target workspace by copying its setup as a JSON file.
• (Optional) Download and reupload the results file so the Phantom can continue from where it left off.

If you only transfer the JSON setup, the Phantom will start from scratch. To preserve progress, also move the results file.

Step 1: Copy the Phantom’s configuration

1. Go to your Dashboard in the original workspace.
2. Click the three dots on the Phantom card and select Setup.
   
3. In the setup page, click the three dots in the top-right corner and click Switch to JSON. This opens the full Phantom configuration in editable code format.
   
4. Copy the entire JSON input to your clipboard.
   

Step 2: (Optional) Download the results file

If your Phantom has already run and you want to resume progress (instead of starting over), download the latest results.csv file:

1. On the Phantom’s console page, click the three dots menu and select File browser.
   
2. Download the latest results.csv file to your computer.
   

Not all Phantoms require previous results to resume. Check the Phantom’s behavior before uploading.

Step 3: Access your target workspace

1. Hover over your name in the top-right corner.
2. Click the dropdown menu next to your current workspace name to select the target workspace.
   

Make sure this workspace has an active subscription. You need a paid plan on both workspaces to run automations.

Step 4: Recreate the Phantom and paste the setup

1. From the target workspace, go to the Solutions page.
2. Search for and click Use now on the same Phantom you’re transferring.
   
3. In the setup view, click the three dots in the top-right corner and click Switch to JSON, and paste the copied configuration.
   
4. Click Save.

Step 5: (Optional) Upload the results file

If you downloaded a results file earlier:

1. Open the Phantom’s console page in the target workspace.
2. Click the three dots, then File browser.
3. Upload the previously saved results.csv file.
   

Your Phantom is now transferred and ready to run in the new workspace, either from scratch or continuing from where it left off.