Transfer flows between projects

If you have created a flow that you like, and if you own multiple Tidio projects - you are able to export that flow and use it wherever you wish! Thanks to our export/import tool found inside the Flows section, you can easily transfer any flow to other projects.

This can be especially useful if you've spent a lot of time on your flow and want to use it elsewhere for the same purposes, or if you're creating flow templates to be used later on other Tidio projects.

 

In this article, you'll learn:

• How to export an existing flow
• How to import a flow into another project

 

Exporting a flow

To transfer a flow that you've already created, you have to be logged into the Tidio project where that flow exists. Head over to the Flows section and find the flow that you need. In this example, the flow is called Form - issue description and it asks visitors to fill out a form once they click on the chat icon.

 

 

Use the Options menu on the right of your flow, and select the Export option:

 

 

Once you do that, a JSON file will be downloaded to your computer - that is the file with all your flow's raw data:

 

Now you are ready to import that file into your other Tidio project!

 

Importing a flow

To import your flow into another project, you first need to log into that project, naturally. If you're using the same email login to access both project, you can find it listed in your projects dropdown menu, visible when you click on your avatar in the bottom-left:

 

 

 

Once you're inside, head over to the Flows section of that particular project. You will notice the Import button in the upper-right:

 

 

 

When you click on that button, a new window will pop up - allowing you to upload your JSON file:

 

 

 

After successfully importing the right file, you will see a confirmation message in the screen. That means your flow is now available in this project (as a draft)!

 

 

 

For your convenience, the prompt lets you open the editor and immediately customize your flow, or activate it:

 

 

 

Of course, this flow is entirely separate from the original version that you exported earlier. You can modify both flows independently, and they will not affect each other in any way.