Importing: Deployment

EXPLORE ENVIRONMENTS FOR ENHANCED FUNCTIONALITY

Enhance your recipe development experience by integrating Recipe Lifecycle Management (RLCM) with Environments.

Environments are built on the same principles as RLCM and offer a seamless deployment experience across unified workspaces. You can learn more about Environments here.

To import recipes and dependencies into a Workato workspace, you must have a package containing exported assets. Importing a package is the final step in the recipe development lifecycle where finished recipes are deployed in a Workato instance.

You can deploy a tested package to a new environment in multiple ways:

• Package import UI A package zip file can be deployed manually using package import UI.
• Deployment APIs A package zip file can be deployed using Workato platform APIs. For example, you can initiate the deployment from your CI/CD server using a cURL request.

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Contents

This section covers how Workato recipes and dependencies are deployed (imported) into your target workspace. If you have already imported a package, you may move on to the last section on working with external source control systems:

• Planning for lifecycle management
• Exporting: Packaging recipes and dependencies
• Importing: Deployment (current)
• Working with external source control systems

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Import limits

The maximum allowable size for imported packages is 30MB.

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Import buffer period

To ensure clarity and prevent race conditions, we now require a mandatory 15-minute buffer period between two successive imports in the same environment. This update applies to all import methods and must be considered when scheduling your imports.

Import a package

Complete the following steps to import a package into Workato:

1

Go to the Recipe lifecycle management page and select the Import tab.

Select import tab

2

Drag and drop the .zip file containing the package you plan to import into the Select zip file field, or click upload from device.

Select .zip file

3

Choose a Target folder for the import. This folder must already exist in your workspace. If the required folder or project is not listed, select New project to create one.

4

Enable the Import all tags toggle to include tags associated with your assets during import. When enabled, all tags associated with the imported assets are included in the process.

5

Click Next to proceed. The wizard reads the package contents, loads its data, and compares it with existing recipes and dependencies in your account.

Sort manifests

Workato provides sorting options for export and import manifests. You can sort manifests by Latest activity or Name (A -> Z) to organize your content efficiently.

Sort manifests

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Import status tags

On the import preview screen, each item is assigned a tag that will inform the user of its import status.

Recipes

Example status tags for recipes and assets that will be imported

• Recipes that do not exist are added to the folder will be tagged "Creates a new recipe".
• Recipes that exist and were not changed will be tagged with "No change".
• Recipes that already exist that have been edited will be tagged with "Overwrites recipe".
• If a running recipe needs to be updated it will be tagged with "Overwrites running recipe". The recipes will be stopped, updated, and then automatically restarted.

Updating a running recipe

Running recipes will be stopped and then automatically restarted

If there are running recipes that must be updated, Workato displays a warning after the review process. In this situation, recipes with pending jobs cannot be stopped.

Previously, during deployment, recipes with triggers subscribed to webhooks could miss events during a deployment if the trigger condition was changed. To prevent service disruption, we have adopted an approach that ensures continuous event processing and prevents event loss. During deployment, the current recipe continues processing events without interruption, and once deployment is successful, all new events are processed by the updated version of the webhook recipe, consequently with the new trigger condition. This approach ensures zero event loss for successful deployments.

The list of stopped recipes are temporarily stored and will be automatically restarted after the import process is complete. Any errors with restarting the recipes have to be fixed manually. Once the process is completed, the new/updated recipes and dependencies should be successfully imported and restarted.

If errors occur with starting a recipe after the import process, you should select the link to the recipe, resolve any errors and restart the recipe manually.

Running recipes need to be restarted in the following scenarios:

1. When the recipe's trigger or trigger input has been changed
2. When the trigger connection has been switched to another

Connections

One of the main advantages of separate accounts for the different lifecycle phases is that each can have its own set of connections, and these can be different: for example, a development account can use an application sandbox account for its recipes, while a production account uses the production application account with live data.

For security reasons, exporting a package does not export any credentials, keys, or other private data needed to make a connection to applications. Those are kept private. Only the connection name, application type and other non-sensitive information will be exported. Here, a placeholder connection is created. This placeholder contains only the application and name of the connection. Authentication to this placeholder is required after import.

When importing a package, Workato will attempt to automatically fill in connection details with existing connections in the importing account. Workato checks that this connection type exists and that there are no multiple connections of that type (for example, multiple Gmail accounts). If these conditions are met, the connections required in the imported recipes will be configured automatically. If this is not possible, then you may need to manually re-establish connections needed by the recipes after import.

Lookup tables

Lookup tables in the zip file will always contain schema data (name and column names) but may or may not contain data. During import, users can specify if the table data should be or overwritten or ignored.

If the lookup table contains no data, it will be created/updated with only column names. If the lookup table contains data, use the radio buttons to select if the data should be overwritten or ignored.

'Import data' or 'Ignore data' on individual lookup tables to be imported

‘Overwrite’ will cause all table data to be overwritten and all data in the table to be replaced permanently. ‘Ignore’ will disregard all table data even though the table was exported with data.

Workato recommends you establish rules and procedures for the use of these options. The simplest approach is to use the defaults: “include data” on export and “overwrite data” on import. This assumes, however, that the lookup table in the importing account can be safely overwritten, without affecting recipes that are not part of the package being imported.

Other dependencies

Other recipe dependencies will have the following tags according to their statuses.

1. A new recipe/dependency will be added (Creates a new dependency)
2. If there are no detected changes, the asset will be tagged with a ‘No change’ tag
3. The current recipe/dependency will be overwritten with the changes in the import (Overwrites dependency)

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Packages import behavior

The following table details how an imported package's assets are moved into your Workato account.

Dependency type	What Workato does when package is imported	Location
Recipes	Overwrites recipe if a recipe with the same name exists in the folder. Creates new recipe if no recipe with the same name exists in the folder.	Selected folder
Custom connectors	Overwrites existing custom connector if connector with same name already exists in the Workato account. Creates new connector if no connector with the same name exists in the Workato account.	Connector SDK
Connections	Creates a connection placeholder. The user should connect the application after importing. Nothing is done if a connection with the same name already exists.	App Connections
Lookup tables	Creates a lookup table with the header rows. Imports the lookup table data if selected during export and import.	Lookup table
Environment properties	Adds properties to existing properties in the Workato account. Does nothing if a property with the same name already exists.	Environment properties
Project properties	Adds properties scoped to the project level to the target folder you specify. Workato does not support importing packages containing project properties into the root folder (All projects) and displays an error message if you attempt to do so.	Selected folder
Common data models	Adds the schema to existing shared schemas in the Workato account or updates it if a schema with the same name already exists.	Common data models
Message templates	Adds the message template to existing templates in the Workato account or updates it if a template with the same name already exists.	Message templates
Event topics	Adds the Event topic to the existing Event topics in the Workato workspace. When imported, Workato retains the retention period settings of the original Event topic. For example, if you've set the retention period of an Event topic to 30 days, the Event topic retains this setting when imported and does not revert to the default retention period.	Event streams