Import and export flows

This section describes how to import and export IO flows for reuse, backup, and environment migration.

Import a flow

1. Open the left sidebar and select Visual Identity Orchestrator from the menu.

2. This will display a list of flow categories. Navigate to the appropriate category for the flow you want to import.

3. Click the Add button in the top-right corner of the page to create a new flow.

4. A pop up will open with the General Configuration step.

5. Select, or type, the flow type to add, if the field is available.

6. Now, under section "Choose how to initialize the flow" select Import content from file.

7. Select the Load from file option, then choose the JSON flow file you want to import from the file explorer.

Warning: If you attempt to import a flow of the wrong type for the selected category, a mismatch error message will be displayed.

1. Name and Description will be prefilled from the imported flow (you can always change it if needed).

2. It is possible to preserve the original ID of the flow when importing it by selecting the dedicated flag. This is useful for maintaining consistency across different environments.

   You can also see a preview of the imported flow by clicking on the dedicated button "View in detail"

3. To complete the import click on ADD button.

Export flow from flow list

1. Open the left sidebar and select Visual Identity Orchestrator from the menu.

2. This will display a list of flow categories. Select the desired category type from the menu.

3. On the right side of the flow, under column actions select the download icon to download the flow.

Export flow from IO Designer

1. Open the left sidebar and select Visual Identity Orchestrator from the menu.

2. This will display a list of flow categories. Select the desired category type from the menu.

3. Open the desired flow that you want to download.

4. Click the settings button, located in the bottom-right corner.

5. Click on the download Icon.

Use cases for import and export

Backup and recovery

Export flows regularly to create backups that can be restored if needed.

Environment migration

Export flows from development and import them into staging or production environments.

Template sharing

Create template flows and share them across teams or tenants by exporting and importing.

Version control

Export flows at different stages of development to maintain a version history outside of the built-in versioning system.

Next steps

• Manage flow versions

• Edit flow configuration

• Delete flows