Import a workflow

Import a workflow to copy it from one project or server to another, for example from a test server to the production server. First download the workflow from the workflow editor on the source system, and then import the file on the target system.

You can import two kinds of files:

File	How to get it	What it contains
.json	Click JSON in the workflow editor.	The workflow diagram and its settings only.
.cellosign	Click Backup in the workflow editor.	The workflow together with the objects it uses, such as templates and dictionaries. Available only when process backup is included in your organization’s plan.

Import a file

1. In the workflows list, click Import Workflow.

   

2. Select the file.

   • A .json file is imported as soon as you select it.

   • For a .cellosign file, choose how to handle objects that already exist in the project, and click Upload:

     Option	What happens
     Use existing objects	Objects that already exist in the project are kept as they are. Only missing objects are created.
     Override existing objects	Objects that already exist in the project are replaced by the versions in the file.

     Restoring a .cellosign file can take a while. Keep the dialog open until it finishes.

3. When the import is done, the workflow opens in the editor.

After importing, check the elements that refer to objects on the source system, such as templates, senders, integrations and secrets, and save the workflow.