There are 2 ways to export a workflow as a JSON file: Export Workflow by Name and Export Workflow by Id.

As their names imply, the JSON file that is generated stores a linking attribute which can be an Id or a Name (depending on the option selected). Exporting by Id is handy when the same ID needs to be used in different instances/environments. 

If there are events/automations set up to activate workflows by their ID, it is beneficial to use the Export Workflow by Id. Similarly, if events/automations are set up to activate based on the name of the workflow, then Exporting Workflow by Name would be more suitable.

To export a workflow:

  1. Select a workflow in the Workflows list.
  2. Click on the ellipses, then click Export Workflow by ID or Export Workflow by Name depending on the use case:
  3. Follow your browser instructions to save the workflow as a JSON file.



To import a workflow:

  1. In the Workflows list, click 
  2. Depending on how the Workflow was exported, select either the Import Workflow by ID or Import Workflow by Name.
  3. Follow your browser instructions to select the JSON file you want to import.