Importing and exporting playbooks

You can import or export playbooks, including the connectors required to support the playbook, by using the right-click context menu in the playbook dashboard.

To import a playbook:

1. Go to Incidents & Events > Automation > Playbook.
2. Right-click in the playbook dashboard, and click Import.
   The Import Playbook dialog appears.
   
3. Click Browse and select the playbook file to be imported.
   When the playbook file includes connectors, a toggle allowing you to include or exclude the connectors during the import process is displayed.
   
   
4. Click OK.
   A message is displayed confirming that the playbook was imported successfully.

To export a playbook:

1. Go to Incidents & Events > Automation > Playbook.
2. Highlight the playbook(s) that you want to export, then right-click in the dashboard and click Export.
   The Export Playbook dialog opens.
   
   
3. Configure the settings for exporting the selected playbook:
   1. Do you want to include Connector: When enabled, connectors required to run this playbook will be included in the exported file.
   2. Select Export Data Type: Select the export file type as either plain text JSON or zipped/base 64 encoded JSON.
4. Click OK.

   When an imported playbook has the same name as an existing playbook, FortiAnalyzer will automatically create a new name which includes the import timestamp to avoid a conflict.