Exporting and importing pipelines

You can export any pipeline and import it back into the platform.

This enables you to share pipelines (with all the required settings configured) across businesses quickly and easily so that you can reuse them or use them as a template.

Exporting pipelines

To export a pipeline from the platform, do the following:

1. In the sidebar, in the Business section, click Settings.

   

2. Go to Customization > Pipelines.

   The list of all pipelines available for your business is displayed.

3. Click the pipeline that you want to export.

   

   The details of the pipeline are displayed in the View Pipeline page.

4. In the lower-right corner, click Export.

   

   The pipeline is exported as a .ehr file, which is a zipped folder that contains all the files that define the pipeline's schema, and downloaded to your computer.

   You can re-import this exported file to the platform to restore the pipeline with all its settings.

Importing pipelines

To import a previously-exported pipeline onto the platform, do the following:

1. In the sidebar, in the Business section, click Settings.

   

2. Go to Customization > Pipelines.

3. Click + Add a new pipeline.

   

   The Add Pipeline page, which enables you to create and configure pipelines, is displayed.

4. In the bottom-right corner, click Import.

   

5. Upload the .ehr file that you previously exported from the platform.

   The details, schema, and configured settings of the pipeline are imported and displayed in the Add Pipeline page.

   

6. Click Save (above the pipeline editor).

   The imported pipeline is saved on the platform.

7. Test the pipeline. For details, see Testing pipelines.

8. After finalizing the pipeline, click Activate.

   The new pipeline is activated. You can now set it as the default pipeline for any supported process.