Workflow Types Import
Workflow Types can be imported into Xurrent using UTF-8 or UTF-16LE encoded comma-separated values (CSV) or tab-separated values (TSV) files.
Detailed information about the data that can be specified in the columns of a Workflow Types import file can be found in Workflow Types API - Fields.
CSV Example
ID,Source,Source ID,Disabled,Name,Reference,Description,Information,Position
,,,0,Application Change,application_change,,,1
Updating Existing Workflow Types
Apart from specifying the ID or the Source and Source ID columns to find an existing record, Xurrent is also able to match existing records using the Reference value.
This means that when an ID, Source and Source ID are not provided in the import file, and the given Reference value matches one of the Workflow Types in the current Account, all the fields of that workflow type will be overwritten with the values provided in this import file. If the Source and Source ID columns are present in the import file, these fields will be cleared in the workflow type that matches the given Reference value.