Importing a Flow
You can import an exported flow file from another tenant. Importing a flow can save you time by removing the need to create and design the same flow on more than one tenant. Importing an exported flow provides you with the flow's design structure and definition, including placeholders for each of the configured inputs and entities. It does not provide you with the actual entity (such as a media prompt) but does include the universal unique identifier (UUID) for it.
- If a UUID exists on the importing tenant, as may be the case with child tenants inheriting objects, then the entity is added to the flow.
- If a UUID doesn't exist on the importing tenant, create the entity and update the flow as needed.
For example, you can export a flow from a parent tenant that includes media prompts, a Sales queue, a reusable flow, and shared Sales disposition and reason lists.
- If you're importing to a child tenant then the shared items (reusable flow, and Sales disposition and reason lists) are in the imported flow but you still need to select or configure different options for the media prompts and queue.
- If you're importing to an unrelated tenant that wouldn't inherit any items, then you need to select or configure different options for all those input values.
| A flow that includes the Script notation cannot be exported or imported. |
| If you are importing a flow that invokes a reusable flow, such as one that uses Queue With Flow, export and import the reusable flow first so that it is available on the importing tenant when importing the main flow. |
To import a flow:
- Export the flow that you want to import.
- Access the tenant that you are importing to.
You can import a flow to any tenant that you have access to, regardless of region. - Go to Flows > Flows and create a new flow or edit an existing flow (published or draft version).
- Click on the Import icon (
) at the top of the flow designer canvas.
A warning message appears: Importing a flow will override and replace the current flow definition. - From the file window that appears, select and open the export file that you are importing.
The export file is a text file named with the flow's name and the exporting date/time stamp.
A warning message appears: Any unpublished changes in this draft will be lost. Are you sure you want to continue? - Click OK to proceed.
Export/import validation occurs. The flow designer will provide messaging of any errors (red) or warnings (yellow). - If you receive an error message (in red), resolve the referenced conflicts and attempt the import again.
For example, you can't import a reusable flow into a customer flow. If you get a message advising that the flow types are incompatible, edit your importing flow type and try the import again. - Any notations with incomplete or invalid parameters are outlined in red. Update each notation and flow setting as needed before publishing your flow.
