To export an automation, do the following:

1. Navigate to the automation you want to export in Automations. The export can be done with an automation in any state such as Draft or Active. If exporting a specific version of an automation, the rest of the versions will not be included in the export.

2. Click on the menu button and select Export automation. This creates a file that is downloaded to your computer and will be used to import the automation to another Engage tenant.

The import function is available from any view in Automations.

To import an automation, do the following:

1. Click on Import automation in the top right corner.

2. Drag and drop the downloaded export file or click Browse and navigate to it.

3. The automation to be imported is displayed with details of the automation. The name can be edited before importing.

4. Click on Import and edit automation to import the automation and save it as a draft.

Your automation is now imported and can be edited and activated per usual. All components marked with a red box need editing before activating the automation.

You can make copies of automations within the same Engage environment without exporting and importing. Read all about it here.