Import Legacy Automation Rules
Migrate existing ticket-automation or workflow rules into the unified engine.
Importing Legacy Rules
- Go to Settings β Automations β Import Legacy Rules.
- Select the source engine (ticket-automation, workflow-rules, or rmm-automation).
- Review the mapping β each legacy rule maps to a new-engine equivalent.
- Click Import Selected β rules are created as disabled drafts.
- Review each draft, enable when satisfied, then disable the legacy original.
The import wizard never modifies your existing rules. You control the cutover entirely.
Where to go next
- Understand the whole module β How Automation Works
- Next in this module β Create an Automation Rule
- Automation Action Types
- See where this fits in the bigger picture β Start Here: What Plenix Is and How It Fits Together
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