Import and export orchestrations

Orchestrations can be exported and imported as a ZIP files. Exporting allows you to reuse or move orchestrations between environments, while importing allows you to restore or deploy orchestrations from previously exported packages.

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Export an orchestration

Note: 

  • Exported ZIP files can be used to back up orchestrations or move them between environments.

  • Exporting an orchestration does not export all dependent resources automatically unless they are included in the package. You must import and configure all required components in the correct order.

  1. Go to Orchestrations > All orchestrations.

  2. On the Orchestrations page, click next to the orchestration that you want to export.

  3. Click Export.

  4. Click Download file.

The orchestration is exported and saved as a ZIP file.

Import an orchestration

You can import orchestration ZIP files that were previously exported from Orchestrations. If the orchestration you are importing includes supporting assets such as tables, forms, workflows, or orchestration files, import and configure all required components in the recommended order to ensure the orchestration functions properly. See, Example: Import and run an orchestration template.

Before you begin, ensure you have:

  • Access to Orchestrations in your tenant.

  • A valid orchestration ZIP file.

  • Permission to import and publish orchestrations.

  1. Go to Orchestrations > All orchestrations.

  2. On the Orchestrations page, click Import.

  3. In the Import orchestration panel, browse for and select the File to import.

    Note: Only ZIP files can be imported.

  4. Enter an Orchestration name.

  5. Select Override if there is an existing orchestration with the same name if you want to replace an existing orchestration with the same name.

  6. Click Import.

The orchestration is imported and displayed in the Orchestrations page.

Orchestrations may include supporting assets such as tables, forms, workflows, and orchestration files. To successfully use a template, import and configure all required components in the correct order.

Before you begin ensure you have:

  • Access to Tables, Forms, Workflows, and Orchestrations in your tenant.

  • The orchestration template package downloaded to your device.

  • Permission to create and publish the assets.

Step 1: Download and extract the template package

  1. Download the orchestration template package.

  2. Extract the ZIP file to a local folder.

The extracted package will contain folders for the different assets in the orchestration template, such as:

  • Data

  • Forms

  • Workflows

  • Orchestration

Step 2: Import data files

  1. Go to Data to open the Tables page.

  2. Click Import.

  3. Select the data file from the extracted Data folder.

  4. Complete the table import process.

Repeat these steps for any additional data files included in the package.

For more information about importing tables, see Export and Import.

Step 3: Import and publish forms

  1. Open the imported table.

  2. Open the table form designer.

  3. Click Import.

  4. Select the form file from the extracted Forms folder.

  5. Apply the changes.

  6. Publish the form.

If required, copy and save the published form URL for later use.

Repeat these steps for any additional forms included in the package.

For more information about table forms, see Table forms.

Step 4: Import and publish workflows

  1. Go to Workflows > All workflows

  2. On the Workflows page, click Import.

  3. Select the workflow file from the extracted Workflows folder.

  4. Complete the import process.

  5. Publish the workflow.

Repeat these steps for all workflow files included in the package.

Note: 

  • Some templates may require specific workflow names or references to remain unchanged.

  • Ensure all workflows are successfully published before importing the orchestration.

Step 5: Import and publish the orchestration

  1. Go to Orchestrations > All orchestrations.

  2. On the Orchestrations page, click Import.

  3. Select the orchestration file from the extracted Orchestration folder.

  4. Complete the import process.

  5. Publish the orchestration.

Step 6: Run the orchestration

After all assets are imported and published:

  1. Open the associated form, start event, or configured trigger.

  2. Submit or trigger the process to create a new orchestration instance.

Troubleshooting

If the orchestration does not run as expected:

  • Verify that all required tables, forms, workflows, and orchestrations were imported successfully.

  • Confirm that all workflows and orchestrations are published.

  • Check that referenced workflow names and connections were not changed during import.

  • Ensure all required connections and permissions are configured correctly.