---
schema_version: "1"
id: 8f01ba2602fc5ea5e823fba00c808181d0370e2ac2c957d7a5e26f7bce30f28d
title: Import a Blueprint from Another Workspace
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/automate_afsc_blueprint_transfer.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.automate_afsc_blueprint_transfer.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c9b27a689a9391535fd97dafbf3aa496eb41b4cc8b2c6c7be449f2bd4efa99cb
description: Export a published blueprint from one workspace and import it into another workspace in Agentforce Operations. During import, review and map the blueprint's dependencies to your workspace.
products:
  - Cross Cloud
release: "264"
---
# Import a Blueprint from Another Workspace

Export a published blueprint from one workspace and import it into another workspace in Agentforce Operations. During import, review and map the blueprint's dependencies to your workspace.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="1" style="text-align:left;vertical-align:top;" id="d24786e36">License Required</th>
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            <td data-label="License Required" class="slds-cell-wrap" style="vertical-align:top;" headers="d24786e36 ">
              <p>This feature is a workspace that’s external to your Salesforce org and requires
                an Agentforce Operations license. </p>
              <p style="margin-bottom:0;">To purchase an Agentforce Operations license, contact your Salesforce account
                executive.</p>
            </td>

          </tr>
        </tbody>
      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d24786e70">Role or Access Needed</th>
          </tr>
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            <td data-label="Role or Access Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d24786e70 ">To create a blueprint from scratch, using AI, or by importing a .rex file in
              Agentforce Operations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d24786e70 ">Admin role or Creator role</td>

          </tr>
          <tr class="">
            <td data-label="Role or Access Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d24786e70 ">
              <p style="margin-bottom:0;">To create a blueprint by importing a .docx file in Agentforce Operations:</p>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d24786e70 ">Admin role</td>

          </tr>
          <tr class="">
            <td data-label="Role or Access Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d24786e70 ">To publish a blueprint in Agentforce Operations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d24786e70 ">Admin role or Publisher role with View access for the blueprint</td>

          </tr>
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            <td data-label="Role or Access Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d24786e70 ">To edit a blueprint in Agentforce Operations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d24786e70 ">Admin role, Creator role, or a user with Edit access for the blueprint</td>

          </tr>
        </tbody>
      </table>

The import process includes steps for roles, fields, data sources, linked workflows, and custom HTTP automation tasks. For most item types, you can map to an existing item in your workspace or remove it from the blueprint on import. For fields, you can also create fields or update the configuration of existing ones.

1. In the navigation sidebar, click **Blueprints**.
2. On the published blueprint that you want to export, click the three-dot dropdown list and select **Export to another workspace**.
    
    Agentforce Operations downloads the blueprint as a .rex file.
3. In the workspace that you're importing the blueprint into, click **\+ Create**.
4. Click **Blueprint**.
5. Click **Import from another workspace**.
6. Select the .rex file you exported.
7. In the **Roles and fields** step, map the blueprint's roles, fields, and data sources to your workspace
    1. Review the **Mapped** section, which lists roles, fields, and data sources with exact matches in your workspace.
    2. For fields listed under **Needs review**, each field shows a **Create** or **Update** badge indicating the action the import takes. To map a field to a different field in your workspace instead, select it from the dropdown.
    3. For data sources listed under **Needs review**, map each one to an existing data source with the same structure in your workspace, or select **Remove**. To create a matching data source before you complete the import, open a new browser tab and create the data source there. See [Add a Data Source by Using a CSV File in Agentforce Operations](https://help.salesforce.com/s/articleView?id=platform.automate_afsc_data_sources_manage.htm&release=264.0.0&type=5 "Upload a CSV file to create a data source that users can reference in blueprints and workflows.").
    4. Click **Continue**.
8. If the blueprint contains linked blueprints, in the **Linked workflows** step, review each linked blueprint listed under **Needs review**.
    1. To map the linked blueprint to an existing blueprint in your workspace, select it from the dropdown.
    2. To create a blueprint in your workspace on import, keep the **Create** badge selected.
    3. Click **Continue**.
9. If the blueprint contains custom HTTP automation tasks, in the **Automations** step, review each automation configuration listed under **Needs review**.
    1. To map the automation to an existing automation in your workspace, select it from the dropdown.
    2. To remove the automation from the blueprint on import, select **Remove**.
    3. Click **Continue**.
        
        Agentforce Operations can’t import SharePoint automation tasks and removes them from the blueprint during import. You can add them to the draft blueprint after the import.
10. In the **Review** step, review the summary of changes that Agentforce Operations plans to make to the blueprint on import. Click **Continue**.
11. Click **Finish**.
    
    The draft blueprint opens in your workspace.