Workflow Export and Import

Export and import JSON files of Workflows and Workflow Templates

Workflows and workflow templates can be exported and imported as JSON files. This turns workflow editing into a portable asset you can reuse across tenants, clusters, and environments instead of rebuilding it by hand each time. 

PRECONDITIONS

✅ Permissions 

  • Either workflow export/import features are available on both Nimbus User Portal and Admin Portal.
  • Export requires read access to workflows / workflow templates. Any user with access to the Workflows overview can export files from within the editor.
  • Import1 requires manage (write) access to workflows / workflow templates, since it creates or updates a workflow on save. Any user with create/write permissions on workflows can use this features. Additionally, users in Admin Roles can directly import workflows from the Workflows overview.

1 🔎Good to know: Nimbus performs a validation on workflow imports, checking if the workflow is still compatible. More information on this can be found below and within the “Error Handling” chapter on this page.

 

What is Part of an Export

An exported file carries the workflow structure: which Workflow Activities are used, how they are connected and positioned, and their non-tenant-specific configuration. Tenant-specific references, such as Parameters, Playlists, Resources, addresses, services, and users, are validated against the destination tenant on import. Those that still resolve are kept, those that do not are cleared and flagged so you can fill them in before saving.

☝️Note that Nimbus distinguishes by Workflows and Workflow Templates. You cannot import a Workflow as Workflow Template and vice-versa.

🔎Cross-Tenant and Cross-Cluster Portability

Because the exported JSON file is tenant- and cluster-agnostic, a workflow exported from one tenant or cluster can be imported into another. Typical scenarios for this would involve:

  • Promoting a validated workflow from a test tenant to production.
  • Migrating workflows from a source cluster to a new target cluster.
  • A partner sharing a "starter" workflow with customers, who fill in their own references.
  • Keeping a portable backup copy of a workflow for restore, documentation, or audit purposes.

💡 After filling in the destination references and saving, the import is recorded in Change History, including the informational source cluster.

 

Export/Import Overview

🔍 Export and import functionality is available from two places within the Nimbus UI. The Workflow Editor and the Overview are described in more detail below:

Editor: in the toolbar of the Workflow Editor and the Workflow Template Editor.

Export/import within the editor

Workflow Overview: in the workflow list in Configuration > Workflows.

Import within the Workflow Overview

 

Both Exports / Import specifics are described in the following.

Export

Exporting a Workflow or Workflow Template

Exporting downloads a JSON file named after the workflow or workflow template (for example My Workflow.workflow.json). You can export both saved workflows and unsaved, in-progress edits.

Perspective How to export
In the editor
  1. Open a workflow in the Workflow Editor (or a template in the Workflow Template Editor) .
  2. Click the Export icon (⬇) in the toolbar, located near the settings and full-screen icons. 
    The JSON file is downloaded to your computer.
In the Workflow Overview
  1. In Configuration > Workflows overview, click the Export icon (⬇) on the row of the workflow you want to export. 
    The same JSON file is downloaded, without opening the editor.

🔎 Exporting a workflow based on a template

If the workflow is based on a workflow template, a decision dialog appears (from both the editor and the Workflow Overview) so you choose explicitly what to export:

  • Export workflow without template connection → exports the workflow on its own; the link to the template is removed from the file.
  • Export the referenced workflow template separately → exports only the underlying template as a separate .workflow-template.json file.
  • Cancel → aborts the export.

💡 Workflows that are not based on a template export directly, skipping this dialog.

 

Export contents

The export file contains the following:

✅ Included ❌ Not included
  • Activity block topology - which Workflow Activitiy blocks exist and how they connect.
  • Activity block types and positions on the canvas.
  • Pure-value configuration (e.g. TTS prompt text, timeouts, priorities, distribution type).
  • The workflow / template name and description.
  • Compatibility information (file format version, workflow kind and type) and informational source metadata.
  • The referenced Resources themselves (audio files, etc.).
  • Ownership identifiers tied to the source tenant.
  • Services, users, and queues as objects.

🔍 Tenant-specific references are carried in the file as values, but are re-validated against the destination tenant on import.

 
 
 

Import

Importing a Workflow or Workflow Template

Importing reads a JSON file, validates it, and — if accepted — opens the Workflow Editor in edit mode with the full structure in place and the original exported name.

Perspective How to import
In the editor Click the Import icon (⬆) in the editor toolbar and select a JSON file. After validation, the imported structure is loaded into the editor.
In the Workflow Overview In Workflows, click the Import button next to "Create New" and select a JSON file. The same validation runs, and the editor then opens with the imported workflow staged.

⮑ After a successful import

  • The workflow keeps its original name. You can rename it freely before saving.
  • Tenant-specific references that still resolve on the destination tenant remain filled in.
  • References that cannot be resolved are cleared, and their Activity blocks are marked with an error marker and a tooltip prompting you to pick a value.
  • Save is activity-blocked until every flagged workflow activity block is complete. Like any other change, workflow imports directly in the editor need to be saved manually.

☝Note: When your workflow name already exists…

… the import does not save automatically. However, keep in mind that any save over an currently (productively) used workflow is possible and takes immediate effect. We therefore generally recommend saving.

… with the same name: When the imported name already exists in the destination scope, a dialog asks you to choose:

  • Replace — the existing workflow is updated on Save (the imported structure replaces it under the existing workflow's id and name).
  • Keep both — the imported workflow is saved as a new workflow under the next free <Name> (n) suffix (e.g. My Workflow (1)).
  • Cancel — the import is aborted and the editor is left unchanged.

… with no name conflict, but existing content:

  • When you are already Workflow Editing and the imported Workflow name does not collide with another workflow name, Nimbus will still asks if you want to overwrite the existing workflow before replacing the open workflow's content. 
    ⮑ On confirm, the imported workflow activity blocks replace the current content while keeping the workflow's id and name.
 
 
 

Error Handling

The importer is built to be crash-resistant: even a file with unsupported or deprecated elements still loads, with the affected Activity blocks flagged, so the editor stays usable. The table below lists the common scenarios you may encounter and how Nimbus responds.

Scenario What happens / what to do
A workflow with the same name already exists A conflict dialog offers Replace, Keep both, or Cancel. Nothing is overwritten until you choose Replace and then Save.
Missing tenant-specific references Workflow activity blocks, whose references do not resolve on the destination tenant, are cleared and shown with an error marker. The editor remains usable, but Save is activity-blocked until you pick valid values (e.g. the correct Parameter, Playlist, or Resource). A text-backed TTS prompt whose audio resource is missing is marked so it can be re-created on the target tenant.
Incompatible file format version

Every export includes a file format version. An import is rejected on version version mismatch:

  • A file from a newer version than the target supports → an "upgrade target cluster" error.
  • A file from an older, unsupported version → an "unsupported version" error.

🤔When does a workflow version change? Whenever Nimbus introduces a new workflow activity or introduces significant changes on workflow activities, the version is increased. This is also done to protect customer-side productive workflows from “outdated” imports. 
Workaround → To get an up-to-date export, ensure your source uses the latest workflow activities and the Nimbus clusters are both on the same version. You can inspect the version differences in your JSON export file:

{
 "workflowFormatVersion": "1.1",
 …
}
Malformed or manually edited (manipulated) file

☝️Editing the JSON by hand is not supported.

A file that is not valid JSON, has been hand-edited into an invalid shape, or fails schema validation is rejected with a "malformed file" error and is not loaded. 

Unknown or unsupported Activity block type If the file references a Activity block type the target does not recognize, import is rejected with an "unknown Activity block type" error. 
💡Deprecated-but-known elements still load, with the affected Activity blocks flagged and Save Activity blocked.
Workflow-type / kind mismatch

☝️Workflow types are not interchangeable: (Modality-specific and Workflow (Non) Template). 

A workflow export file can only be imported into the matching editor — e.g. an Audio file cannot be imported into the Email editor, and a workflow file cannot be imported into the Workflow Template Editor (or vice versa). 

💡All mismatches are rejected; no conversion between types takes place.

Template-derived workflow

A workflow that derives from a Workflow Template cannot be re-imported in that derived form. 

→ Export it without the template connection, or export the template separately.

Known Limitations

Not supported (by design):

🔍 The following are intentionally not part of Export / Import and work as intended:

  • Export of referenced resources. Only the structure travels — Parameters, Playlists, audio files, and other resources must already exist on the target tenant.
  • Bulk import/export. One workflow (or template) per file.
  • Workflow-type conversion and automatic migration/downgrade of files.
  • Semantic validation. Files are checked for format, version, kind, and workflow type — not for whether the resulting workflow is logically sound (e.g. correct sequence of activities, all nodes connected, etc.).
  • Import/export formats other than JSON.
 

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