# Specialist import, export, and templates

> Move whole specialists as archives and browse, install, or publish reusable specialist templates.

Source: https://docs.generalinput.com/cli/specialist/transfer



These commands print JSON. An export includes the specialist's eligible published resources; private files and memory are included only when you select them.

```sh
geni specialist export-preview <specialistId>
geni specialist export <specialistId>
geni specialist export <specialistId> --file guides/brand.pdf --include-memory --notes "Setup notes"
```

`export-preview` lists resources that will travel and those left behind. `export` returns a zip download URL and filename. Repeat `--file <path>` to include multiple specialist-relative files. Memory may contain names and private decisions; it is omitted unless `--include-memory` is present. Connected credentials and live database/store data are not exported.

## Import an archive [#import-an-archive]

```sh
geni specialist import-preview ./specialist.zip
geni specialist import <bundleKey> --sha256 <sha256> --confirm
geni specialist import-discard <bundleKey>
```

The preview command stages the zip and returns its contents, required connections, `bundleKey`, and SHA-256 receipt. Pass that exact receipt when importing. A changed archive is rejected; stage and preview it again. Files larger than 50 MB are rejected. `import-discard` removes a staged archive you no longer want to import.

Imported specialists use the same setup flow as dashboard imports. Provide their required connections afterwards.

## Use templates [#use-templates]

```sh
geni specialist template list --scope all --query "reporting"
geni specialist template list --scope workspace --service gmail --offset 20
geni specialist template get <templateId>
geni specialist template install <templateId> --version <version> --confirm
```

Scopes are `all`, `workspace`, and `public`. The list response includes `hasMore`; advance `--offset` by the number of returned templates. `get` shows resources, required connections and the template version. Install that reviewed version; if it changed, inspect the template again.

## Publish and take down templates [#publish-and-take-down-templates]

```sh
geni specialist export-preview <specialistId>
geni specialist template publish <specialistId> --visibility organization --description "A reusable reporting specialist" --confirm
geni specialist template publish <specialistId> --visibility public --description "Weekly reporting" --file guides/setup.md --confirm
geni specialist template unpublish <templateId> --confirm
```

Visibility must be selected explicitly: `organization` makes the publication discoverable within the workspace; `public` makes it available to everyone. Publication accepts the same `--file`, `--include-memory`, and `--notes` options as export. Publishing the same specialist again creates a new version. Only the publisher can take a template down; existing installed copies remain with their owners.