Importing Definitions
The Importing Definitions feature in Conga Orchestrate allows you to quickly set up and reuse process definitions by importing them from an external file. Instead of manually creating each step of a process, you can import a pre-configured process definition file in JSON format.
This feature is useful when:
You want to replicate an existing process in another environment.
You need to restore a backup of a definition.
You're sharing process templates across teams or orgs.
Recommendation for Importing Large or Complex Definitions
To avoid CPU timeouts when importing large or complex definition files, enable asynchronous processing. The system splits the import into three parts, each with a 60-second CPU time limit—providing up to 180 seconds of total processing time.
To enable this setting, go to Setup > Custom Settings > Conga Orchestrate Settings and check the Async Definition Import option. By default, this setting is disabled and must be manually enabled.
Note: This setting is disabled by default and must be enabled manually.
To import definition
- Go to the Definitions tab.
- Select a list view.
- Click Import Definitions.
- Click Choose File.
- In the File Explorer pop-up, go to the exported file and open it.
- Select Process File.
- Note and resolve any errors. Errors typically occur if you have not properly migrated your Salesforce customizations.
- Verify record types and configure any user assignments.
- Click Import.
