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Import and export workflows

Last Update: Oct 2024 Est. Read Time:
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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 typesAdmins 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:

  1. Go to Settings and select Platform > Workflows.
  2. Select Add Workflow.
  3. From the Add Workflow popover, select Import Workflow, then select Next.
  4. Select or drag in the local JSON file on your computer, then select Import.
  5. 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:

  1. Go to Settings and select Platform > Workflows.
  2. Locate the desired workflow from the list, then select the More Optionsmenu on that workflow.
  3. Select Export JSON.

The selected workflow will be saved locally to your web browser's default Downloads folder.