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Exporting Flows

Cambigo allows you to export your workflows in different formats for sharing, archiving, or use in other applications.

Export Formats​

Word Document Export​

Export your flow as a Microsoft Word document (.docx) for:

  • Professional presentations
  • Offline editing
  • Client deliverables
  • Print-ready documentation

Features:

  • Preserves formatting and structure
  • Includes all text, descriptions, and notes
  • Embeds attached images
  • Maintains document theme styling
  • Ready for further editing in Word

JSON Export​

Export your flow as JSON for:

  • Backup and archiving
  • Importing into another Cambigo account
  • Version control
  • Integration with other systems
  • Technical documentation

Features:

  • Complete flow data preservation
  • All metadata included
  • Attachments encoded as base64
  • Can be re-imported to Cambigo
  • Human-readable format

Exporting to Word​

To export your flow as a Word document:

  1. Open your flow
  2. Switch to Document View
  3. Configure what to include using the Filters button
  4. Click the Export button or menu
  5. Select Export as Word
  6. The document will download automatically

What's Included in Word Exports​

The Word export includes:

  • Document Title: Flow title as the main heading
  • Metadata: Author, version, dates (if filters enabled)
  • Flow Description: Overall workflow description
  • All Steps: In sequential order
  • Phases: Formatted as major section headings
  • Descriptions: Step details and context
  • Notes: Additional information
  • Attachments: Images embedded in the document
  • Reference Links: URLs and descriptions

Customizing Word Exports​

Use Document View filters to control what's included:

  1. Click Filters or Settings
  2. Toggle sections on/off:
    • Metadata (author, version, dates)
    • Descriptions
    • Notes
    • Interview information
    • Data requirements
    • Attachments
    • Reference links
  3. Your filter selections determine what appears in the export

Word Export Formatting​

The exported Word document includes:

  • Heading Styles: For easy navigation and formatting
  • Table of Contents: Can be generated in Word
  • Page Breaks: Between major sections
  • Images: Centered with captions
  • Consistent Fonts: Professional typography
  • Print-Ready: Formatted for standard paper sizes

Exporting to JSON​

To export your flow as JSON:

  1. Open your flow
  2. Click the Menu or More Options button
  3. Select Export as JSON
  4. The JSON file will download automatically

What's Included in JSON Exports​

The JSON export includes complete flow data:

  • Metadata: All document information
  • Nodes: Every step with full context
  • Groups: All connections and relationships
  • Items: Canonical ordering
  • Context Data: Descriptions, notes, flags, dispositions
  • Attachments: Base64-encoded image data
  • Reference Links: Complete link information
  • Schema Version: For compatibility tracking

Using JSON Exports​

JSON exports are useful for:

Backup and Recovery:

  • Regular backups of important workflows
  • Disaster recovery
  • Version snapshots at milestones

Sharing Between Accounts:

  • Transfer flows to another user
  • Move flows between environments
  • Collaborate across organizations

Version Control:

  • Track changes over time
  • Use with Git or other version control
  • Compare different versions

Integration:

  • Feed data to other systems
  • Generate custom reports
  • Automated processing

Re-Importing JSON Files​

To import a JSON export back into Cambigo:

  1. From the Dashboard, click Import or New Flow
  2. Select Import from JSON
  3. Choose your JSON file
  4. The flow will be created with all data restored

Note: Imported flows get a new ID and are treated as new flows, not updates to existing ones.

Export File Names​

Cambigo automatically names export files:

  • Word: FlowTitle_YYYY-MM-DD.docx
  • JSON: FlowTitle_YYYY-MM-DD.json

Where:

  • FlowTitle is your flow's title (spaces replaced with underscores)
  • YYYY-MM-DD is the export date

Export Limitations​

Word Export​

  • File Size: Very large flows (500+ steps) may result in large files
  • Complexity: Some advanced formatting may not translate perfectly
  • Images: Large or numerous images increase file size
  • Compatibility: Best viewed in Microsoft Word 2016 or later

JSON Export​

  • Size: No practical limit, but very large files may be slow to process
  • Compatibility: Only works with Cambigo (not a universal format)
  • Readability: While technically readable, JSON is best for programmatic use

Best Practices​

Before Exporting to Word​

  1. Review in Document View - Ensure everything looks correct
  2. Configure Filters - Show only what's needed for this export
  3. Select Theme - Choose the appropriate visual style
  4. Check Images - Verify attachments are displaying correctly

For JSON Backups​

  1. Regular Exports - Export important flows weekly or after major changes
  2. Descriptive Naming - Add version numbers or dates to filenames
  3. Secure Storage - Keep backups in a secure location
  4. Test Imports - Periodically verify exports can be re-imported

For Client Deliverables​

  1. Use Word Export - More professional and editable
  2. Apply Formal Theme - For business documents
  3. Include Metadata - Show author, version, and dates
  4. Remove Internal Notes - Filter out internal-only information

Common Questions​

Q: Can I export multiple flows at once?
A: Currently, you need to export each flow individually.

Q: Will the Word document be editable?
A: Yes, Word documents can be fully edited after export.

Q: Can I import a Word document back into Cambigo?
A: No, only JSON exports can be re-imported. Word exports are final documents.

Q: Are attachments included in JSON exports?
A: Yes, images are base64-encoded and included in the JSON file.

Q: What if my export fails or times out?
A: For very large flows, try reducing the content with filters or break the flow into smaller sections.

Q: Can I schedule automatic exports?
A: Automatic exports are not currently available. Use manual exports for backups.

Q: Will export preserve my flow's theme?
A: Word exports apply the selected theme styling. JSON exports preserve the theme setting for re-import.