Import Legacy Automation Rules

Migrate existing ticket-automation or workflow rules into the unified engine.

Importing Legacy Rules

  1. Go to Settings β†’ Automations β†’ Import Legacy Rules.
  2. Select the source engine (ticket-automation, workflow-rules, or rmm-automation).
  3. Review the mapping β€” each legacy rule maps to a new-engine equivalent.
  4. Click Import Selected β€” rules are created as disabled drafts.
  5. 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

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