Importing & exporting a process flow

Introduction

It can sometimes be useful to export a process flow and then import it, particularly if you manage multiple company profiles and need to share flows between them.

Exporting a process flow

1

Access your process flows Select process flows ➤ process flows from the left-hand navigation menu. All flows associated with your company profile are listed.

2

Select the export option

Locate the required process flow and click the associated export button. For example:

3

Locate the downloaded file

The process flow is exported immediately, and the JSON file is saved to your browser's default downloads folder. The naming convention is:

Process flow name-current date-timestamp-company name

For example:

New_Sample_Flow_1_-20260313_203038-_Docs_Demo_Test_Company

Importing a process flow

1

Access your process flows Select process flows ➤ process flows from the left-hand navigation menu. All flows associated with your company profile are listed.

2

Select the import option

Click the import button at the top of the page. For example:

3

Select a previously exported flow

Navigate your file system to locate and select the JSON file for a previously exported process flow.

4

Update the imported flow

The imported flow is added to your process flow list with the same name as the import file. For example:

You can rename the flow and update steps as needed.