Import and export workflows
Last Update: Oct 2024 Est. Read Time:Workflows can be exported and imported in JSON format. This allows you to take workflows you've created in a test or sandbox organization and move them into your production organization.
Who can access this feature? | |
User types | Admins can access the Workflows page. |
In this article
Prerequisites
Admins will need Workflow Read/Create access in order to import or export workflows. Admins will also need access to the Workflow Settings page in order to access this feature.
Import a workflow
You can add a workflow to your Kustomer org from an external source from the Workflow Settings. Kustomer can import any workflow in JSON format.
To import a workflow:
- Go to Settings and select Platform > Workflows.
- Select Add Workflow.
- From the Add Workflow popover, select Import Workflow, then select Next.
- Select or drag in the local JSON file on your computer, then select Import.
- The imported workflow will be saved, and you'll be taken to the Workflow Editor to review or modify the properties of this imported workflow.
Note: Any hook triggers must be reset if the workflow is imported from a different Kustomer organization
The workflow is imported in a deactivated state. Whenever you wish to activate this workflow, toggle it on in the Workflow Settings.
Export a workflow
Any workflows in the Settings can be exported to a JSON file.
To export a workflow:
- Go to Settings and select Platform > Workflows.
- Locate the desired workflow from the list, then select the More Optionsmenu on that workflow.
- Select Export JSON.
The selected workflow will be saved locally to your web browser's default Downloads folder.