Skip to main content

Import diagrams

Bring existing diagrams into the repository instead of redrawing them. Imports run as background jobs — follow them in the Notifications Status Log.

Prerequisites​

  • The Create item permission on the destination folder.
  • Visio conversion is available for cloud deployments.

Steps​

Import a file as a new diagram​

  1. Select the destination folder, then Add Object → Diagram.
  2. Under Start with, choose Import a file and pick the file:
    • Visio (.vsd, .vsdx) — converted to a web diagram. A Visio file's pages each become a diagram, collected in a folder named after the file.
    • BPMNBPMN An ISO/OMG standard graphical notation for modeling business processes. Process360 Live uses BPMN 2.0 for design and simulation artifacts. XML (.bpmn, .xml) — the BPMNBPMN An ISO/OMG standard graphical notation for modeling business processes. Process360 Live uses BPMN 2.0 for design and simulation artifacts. interchange format; a file with several diagrams produces one web diagram each, with call-activityActivity A named step in a process (e.g. "Approve Invoice"). Each event in an event log records one activity occurrence for one case. links between them remapped.
    • IGXW (.igxw) — the native web diagram format, one diagram per file. (IGXW files can't be added as External Files — always import them as diagrams.)
  3. (Optional) Choose a Template. When you import a BPMNBPMN An ISO/OMG standard graphical notation for modeling business processes. Process360 Live uses BPMN 2.0 for design and simulation artifacts. file, the imported diagram takes on the template's styling, headers and footers, and page setup, and the template's custom shape library is applied to matching shapes — so the result matches your standard look. Importing through the REST API takes the same template via a templateDiagramId parameter.
  4. Finish. The import runs as a job and reports per file.

Import Visio files in bulk​

  1. Add the Visio files to the repository as external files.
  2. Open the Contains section of the folder holding them and check the Visio files — or check whole folders. The Import Visio button appears in the lower right.
  3. Click Import Visio, configure the destination — check Include Visio files in sub-folders to sweep nested folders — and click Finish. The conversion runs in the background while you keep working.

What Visio conversion covers​

Shapes, labels, connectors, pools and lanes, positions, and colors convert; the supported Visio shapes reference lists the mapped shape types — unrecognized non-image shapes import as generic activities. Everything imports as a BPMNBPMN An ISO/OMG standard graphical notation for modeling business processes. Process360 Live uses BPMN 2.0 for design and simulation artifacts. diagram. Notable limitations: vertical pools aren't supported, manually set event borders (start/intermediate/end) are recalculated from the flow, individual gateway X-indicators follow the diagram-level setting, Visio "back pages" are skipped, and grouped shapes may need un-grouping in Visio first.

Import a desktop IGX document as a web diagram​

Desktop-client .igx documents already in the repository can be converted: shapes, connectors, labels, and custom properties carry over, and the new diagram uses the repository's default diagram theme. A document with several diagrams produces one web diagram each, collected in a folder named after the document, with links between them remapped. The converted diagram inherits the source document's permissions. You need view access to the source document.

Import into an existing diagram​

To replace or extend a diagram you already have:

  1. Check the diagram out and select Import from File in its main menu.
  2. Pick a .bpmn, .xml, or .igxw file (or an Excel XML translations file). An IGXW import overwrites the diagram's content; a BPMNBPMN An ISO/OMG standard graphical notation for modeling business processes. Process360 Live uses BPMN 2.0 for design and simulation artifacts. file with several diagrams asks which one to use.