Import or export a flow

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Genesys Cloud's Architect platform provides comprehensive flow configuration management through import and export capabilities that support multiple file formats and workflows. The system accepts .i3flow configuration files for import, with the platform automatically analyzing file types to determine appropriate processing steps. Exports are available in both standard and YAML formats, enabling users to edit flows in text editors such as Visual Studio Code before reimporting through Archy. The import process involves accessing the Flows menu, creating or selecting a flow, clicking Edit, selecting Import from the Save menu, choosing the configuration file, and completing the import with optional modifications. The export process requires selecting the desired flow, opening its configuration page, and using the Export option from the Save menu, with completed flows automatically saved to the user's downloads folder in i3<selected flow type> format. Key technical considerations include that imports overwrite existing configurations rather than merging with them, flows from external organizations may require configuration updates, data actions with similar names may need remapping, and validation errors must be resolved before configurations can be finalized. The platform includes validation error detection to identify configuration issues and overwrite protection mechanisms during imports. Related documentation topics encompass flow export functionality, flow maintenance and navigation, flow management operations, Architect flow extensions, data action management for integrations, flow unlocking procedures, and flow completion processes. Users can provide feedback on article helpfulness and identify their role within the system, including Agent, Administrator, Developer/Engineer, Partner, Supervisor, or Support.

You can import and export flow configuration. When you import a file, Architect analyzes the file to determine the type of configuration data that it contains. The prompts you are given depend on the type of file it is importing. You can also export a previously created flow’s configuration file for use in another flow. For more information, click to expand the appropriate sections, and click again to close it.

Notes:

You can also export an Architect flow in the YAML format using the Architect UI or scripting, make changes in a text editor such as Visual Studio Code, and then use Archy to import the flow back into Architect. This feature makes it easier and less time-consuming to rebuild and manually map complex flows with a similar logic. For more information, see Define Architect flows using YAML.
Importing a flow from an outside organization may require some configuration updates; even if for items such as data actions with similar names. Until you update any configuration issues, Architect returns validation errors in the flow.

Import a flowClick to expand

The Import command imports a flow configuration. Importing a flow will not merge with existing configuration. When you import a flow configuration file into another flow, Architect overwrites any existing configuration in the original flow upon import. To import a flow:

From the Architect home page, click or hover over the Flows menu and select the desired flow type.
Do one of the following:
- Create a new flow.
- Click the flow you want to open. When the flow's configuration page opens, click Edit.
Click the arrow at the end of the Save menu and select Import. The Import a flow dialog box opens.
Click the Select a configuration file to import link and navigate to the .i3flow configuration file you want to import.
Click the Import button.
Optionally modify the current configuration.
Save the flow.

Export a flowClick to expand

You can export a flow's configuration file. This task assumes you have previously created a flow.

From the Architect home page, click or hover over the Flows menu and select the desired flow type.
Click the flow you want to open. The flow's configuration page opens.
Click next to the Save button and from the menu that appears, select Export flow. The Export Flow dialog box appears.
Under Format, select i3<selected flow type > Flow. Architect saves the flow to your downloads folder.

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Import or export a flow

AI-generated summary

Notes:

You can also export an Architect flow in the YAML format using the Architect UI or scripting, make changes in a text editor such as Visual Studio Code, and then use Archy to import the flow back into Architect. This feature makes it easier and less time-consuming to rebuild and manually map complex flows with a similar logic. For more information, see Define Architect flows using YAML.
Importing a flow from an outside organization may require some configuration updates; even if for items such as data actions with similar names. Until you update any configuration issues, Architect returns validation errors in the flow.

Import a flowClick to expand

From the Architect home page, click or hover over the Flows menu and select the desired flow type.
Do one of the following:
- Create a new flow.
- Click the flow you want to open. When the flow's configuration page opens, click Edit.
Click the arrow at the end of the Save menu and select Import. The Import a flow dialog box opens.
Click the Select a configuration file to import link and navigate to the .i3flow configuration file you want to import.
Click the Import button.
Optionally modify the current configuration.
Save the flow.

Export a flowClick to expand

You can export a flow's configuration file. This task assumes you have previously created a flow.

From the Architect home page, click or hover over the Flows menu and select the desired flow type.
Click the flow you want to open. The flow's configuration page opens.
Click next to the Save button and from the menu that appears, select Export flow. The Export Flow dialog box appears.
Under Format, select i3<selected flow type > Flow. Architect saves the flow to your downloads folder.

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Import or export a flow

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