> ## Documentation Index
> Fetch the complete documentation index at: https://docs.elitea.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Import/Export Agents and Pipelines

> ELITEA provides Import and Export functionality that allows you to backup, migrate, share, and version-control your agents and pipelines. You can export agents 

## Introduction

The Import/Export feature supports:

* **Individual agents and pipelines** - Export single entities
* **Nested dependencies** - Agents referencing other agents
* **Multiple file formats** - `.md` for single entities, `.zip` for multi-entity exports

***

## Export Functionality

### Exporting an Agent or Pipeline

1. **Navigate to the Entity:**
   * Go to the **Agents** menu (or **Pipelines** menu for pipelines)
   * Open the specific agent or pipeline you want to export

2. **Initiate Export:**
   * Click the **three-dot menu (⋮)** in the toolbar
   * Select **Export** from the dropdown menu
   * The file will automatically download to your local device

3. **File Format:**
   * Agents and pipelines are exported as **Markdown (`.md`)** files
   * Only the **currently selected version** of the agent or pipeline is included in the export
   * Each file contains YAML frontmatter with configuration and Markdown body with instructions

<img src="https://mintcdn.com/epam-a74ef051/qRDTdvtd6K_5cb4y/img/how-tos/agents-pipelines/import-export/agent-export.gif?s=446e711390f4cf606963da3b3e61556c" alt="Agent Export" width="1909" height="911" data-path="img/how-tos/agents-pipelines/import-export/agent-export.gif" />

<Info title="Exporting Agents with Nested Dependencies">
  When you export an agent or pipeline that contains nested agents (agents referencing other agents), the system automatically includes all dependencies in the export:

  * If the agent has **nested dependencies**, the export will be a **ZIP file** containing multiple `.md` files (one for the main agent and one for each nested dependency)
  * If the agent has **no nested dependencies**, the export will be a single **`.md` file**

  The system automatically detects and packages all required dependencies to ensure a complete export.
</Info>

<Info title="Export File Structure (Markdown Format)">
  The exported `.md` file includes the **selected version** of the agent or pipeline:

  ```markdown theme={null}
  ---
  name: Demo
  description: Demo
  model: gpt-4o-2024-11-20
  temperature: 0.2
  max_tokens: 2048
  agent_type: openai
  step_limit: 25
  internal_tools:
  - data_analysis
  toolkits:
  - toolkit: attach
    type: artifact
    settings:
      bucket: attach
      embedding_model: text-embedding-3-small
      pgvector_configuration:
        private: false
        alita_title: elitea-pgvector
        configuration_type: pgvector
    tools:
    - index_data
    - search_index
    - stepback_search_index
    - stepback_summary_index
    - appendData
    - overwriteData
    - createNewBucket
  - toolkit: Confluence - Documentation Hub
    type: confluence
    settings:
      cloud: true
      limit: 5
      space: DOCS
      labels: null
      max_pages: 10
      custom_headers: {}
      embedding_model: text-embedding-3-small
      max_retry_seconds: 60
      min_retry_seconds: 10
      number_of_retries: 2
      pgvector_configuration:
        private: false
        alita_title: elitea-pgvector
        configuration_type: pgvector
      confluence_configuration:
        private: true
        alita_title: confluenceepam
    tools:
    - index_data
    - search_index
    - stepback_search_index
    - stepback_summary_index
    - remove_index
    - execute_generic_confluence
    - get_page_id_by_title
    - get_page_attachments
    - delete_page
  ---

  # Agent Instructions

  Your instructions for the agent go here in Markdown format.
  ```
</Info>

<Warning title="Security Note">
  Authentication credentials and API keys for toolkits are **NOT** included in exports. You must reconfigure these during import.
</Warning>

***

## Import Functionality

ELITEA allows you to import agents and pipelines from exported files. Both agents and pipelines support single-entity (`.md`) and multi-entity (`.zip`) imports.

<Warning title="Credentials Configuration Required">
  After importing agents or pipelines, you must manually reconfigure authentication credentials for all toolkits. Credentials are **NOT** included in exports for security reasons. Ensure you have the necessary API keys, tokens, and connection details ready before testing imported entities.

  **What Gets Imported:**

  1. Toolkit type and name are imported
  2. Selected tools are preserved
  3. Settings (non-credential) are imported
  4. Model settings default to the destination project's configured LLM, Embedding, and PgVector settings — you can customize these individually after import
</Warning>

<Info title="Permission Requirement">
  Importing requires the appropriate import permission in the destination project. The **Import** button is disabled if this permission is not granted. Contact your project administrator if you need access.
</Info>

***

### Importing Agents

Agents can be imported individually from `.md` files or in bulk from `.zip` files with automatic dependency resolution.

#### Importing Agent from .md File (Single Entity)

Use `.md` file import when you want to import a single agent.

**Step 1: Select .md File**

1. Navigate to **Agents** menu
2. Click the **Import** button in the toolbar
3. Select the `.md` file from the file dialog
4. The file is parsed and the Import Wizard opens

<img src="https://mintcdn.com/epam-a74ef051/qRDTdvtd6K_5cb4y/img/how-tos/agents-pipelines/import-export/import-agent-md.gif?s=49e9a7d71ad98d220602c46021050d4e" alt="Select .md" width="1910" height="911" data-path="img/how-tos/agents-pipelines/import-export/import-agent-md.gif" />

<Info title="Import Wizard Interface">
  The Import Wizard displays in a single-column modal dialog:

  **Project Selector** — at the top of the modal, select the destination project.

  **Entity Cards** — the modal shows one card per entity:

  * **Main entity** — the primary agent or pipeline being imported
  * **Nested entities** — any dependent agents (ZIP imports only)

  Each card shows the entity name and type (agent/pipeline). Click **Show details** to expand the card and review:

  * Description, Instructions (agents) or Pipeline Diagram (pipelines)
  * Toolkits and their tools
  * Welcome message, Conversation starters, Internal tools, Step limit

  **Credentials warning** — a notice at the bottom reminds you to configure authentication for any toolkits that require it.
</Info>

**Step 2: Select Project and Review Configuration**

1. **Select Project Destination:**
   * At the top of the modal, find the **Project** selector
   * Click the dropdown to select the destination project

2. **Review Entity Card:** The wizard displays the entity as a card showing its name and type (agent or pipeline)

   * Click **Show details** on the card to expand full configuration
   * Expanded details include: Description, Instructions, Toolkits and their tools, Welcome message, Conversation starters, Internal tools, and Step limit

   <img src="https://mintcdn.com/epam-a74ef051/qRDTdvtd6K_5cb4y/img/how-tos/agents-pipelines/import-export/import-agent-details.gif?s=28df75c3ac66a3709918304a943f1aab" alt="Show details" width="450" data-path="img/how-tos/agents-pipelines/import-export/import-agent-details.gif" />

3. **Model and Embedding Remapping:** The system automatically maps LLM and embedding models to the destination project's defaults. You can adjust model settings individually after import.

4. **Credentials warning:** A warning at the bottom of the modal reminds you that any toolkits requiring authentication will need credentials configured manually after import

**Step 3: Import**

* **Click Import** at the bottom of the modal. Upon successful import, the modal transitions to an **Import Complete** screen showing the imported agents, pipelines, and toolkits. Toolkits that require additional credential configuration are highlighted in an "Action required" section.

  <img src="https://mintcdn.com/epam-a74ef051/DO68v7s2qqS2Wjw5/img/how-tos/agents-pipelines/import-export/import-agent.gif?s=9ec42aba1fc35f6d3e1579070bb6df0d" alt="Agent Import" width="1914" height="911" data-path="img/how-tos/agents-pipelines/import-export/import-agent.gif" />

***

#### Importing Agents from .zip File (Multiple Entities)

Use `.zip` file import when you want to import multiple agents with dependencies (nested agents).

**Step 1: Select .zip File**

1. Navigate to **Agents** menu
2. Click the **Import** button in the toolbar
3. Select a `.zip` file from the file dialog
4. All `.md` files in the ZIP are extracted and parsed; versions from files with the same agent name are merged
5. The Import Wizard opens showing all agents

<img src="https://mintcdn.com/epam-a74ef051/qRDTdvtd6K_5cb4y/img/how-tos/agents-pipelines/import-export/import-agent-zip.gif?s=9c5778b754effd853641d2b6e1f13560" alt="Agents from .zip" width="1914" height="911" data-path="img/how-tos/agents-pipelines/import-export/import-agent-zip.gif" />

**Step 2: Select Project and Review Configuration**

1. **Select Project Destination:**

   * At the top of the modal, find the **Project** selector
   * Click the dropdown to select the destination project

2. **Review Entity Cards:** The wizard displays a **Main entity** section for the primary agent and a **Nested entities** section for each dependency
   * Click **Show details** on any card to expand its configuration
   * Each card shows: Description, Instructions, Toolkits, Welcome message, Conversation starters, Internal tools, and Step limit

3. **Model and Embedding Remapping:** The system automatically maps LLM and embedding models to the destination project's defaults. You can adjust model settings individually after import.

   <img src="https://mintcdn.com/epam-a74ef051/qRDTdvtd6K_5cb4y/img/how-tos/agents-pipelines/import-export/import-agent-zip-config.gif?s=4d2cfa8f20cb38b8496b26a9e728159e" alt="Agents from .zip" width="450" data-path="img/how-tos/agents-pipelines/import-export/import-agent-zip-config.gif" />

**Step 3: Import**

* **Click Import** at the bottom of the modal. Upon successful import, the modal transitions to an **Import Complete** screen showing all imported agents, pipelines, and toolkits. Toolkits that require credentials are highlighted in an "Action required" section.

  <img src="https://mintcdn.com/epam-a74ef051/qRDTdvtd6K_5cb4y/img/how-tos/agents-pipelines/import-export/import-agent-nested.gif?s=13e68b59f1586fb2e37b0d329c385cc7" alt="Agents from .zip" width="1915" height="911" data-path="img/how-tos/agents-pipelines/import-export/import-agent-nested.gif" />

<Info title="ZIP File Structure:">
  ZIP files can contain multiple `.md` files representing different agents:
</Info>

***

### Importing Pipelines

Pipelines are imported from `.md` or `.zip` files. If the pipeline has nested dependencies (referenced agents or pipelines), the export will be a ZIP archive containing all required entities.

**Step 1: Select Import File**

1. Navigate to **Pipelines** menu
2. Click the **Import** button in the toolbar
3. Select the `.md` or `.zip` file from the file dialog
4. The file is parsed and the Import Wizard opens

**Step 2: Select Project and Review Configuration**

1. **Select Project Destination:**
   * At the top of the modal, find the **Project** selector
   * Click the dropdown to select the destination project
   * You must have the `models.applications.export_import.import` permission in the target project

2. **Review Entity Card:** The wizard displays the pipeline as a card showing its name and type
   * Click **Show details** to expand full configuration
   * Expanded details include: Description, a live **Pipeline Diagram** (Mermaid, with fullscreen view option), Toolkits and their tools, Welcome message, Conversation starters, and Step limit

3. **Model and Embedding Remapping:** The system automatically maps LLM and embedding models to the destination project's defaults. You can adjust model settings individually after import.

   <img src="https://mintcdn.com/epam-a74ef051/DO68v7s2qqS2Wjw5/img/how-tos/agents-pipelines/import-export/import-pipeline-config.gif?s=9bb3b36d92c7aded92e9c39801210b9c" alt="Importing Pipelines" width="1911" height="911" data-path="img/how-tos/agents-pipelines/import-export/import-pipeline-config.gif" />

**Step 3: Import**

* **Click Import** at the bottom of the modal. Upon successful import, the modal transitions to an **Import Complete** screen showing the imported pipeline and its toolkits. Toolkits that require credentials are highlighted in the "Action required" section.

  <img src="https://mintcdn.com/epam-a74ef051/DO68v7s2qqS2Wjw5/img/how-tos/agents-pipelines/import-export/import-pipeline-complete.gif?s=c471f6ddd0c9d6713fe982e7dbd2c15a" alt="Importing Pipelines" width="1911" height="911" data-path="img/how-tos/agents-pipelines/import-export/import-pipeline-complete.gif" />

***

## Best Practices

### Export Recommendations

<Accordion title="Version Control">
  * Export regularly to maintain backups
  * Use descriptive naming for easy identification
</Accordion>

<Accordion title="Documentation">
  * Add clear descriptions to your agents and pipelines
  * Document dependencies and special requirements
</Accordion>

<Accordion title="Security">
  * Store exports in secure locations
  * Review content before sharing with others
</Accordion>

### Import Recommendations

<Accordion title="Pre-Import Checks">
  * Verify destination project has required toolkits
  * Ensure necessary models are available
  * Check you have appropriate permissions
</Accordion>

<Accordion title="Review Before Importing">
  * Expand entity cards using **Show details** to review configuration before importing
  * Verify model remapping is correct for your destination project
</Accordion>

<Accordion title="Post-Import Configuration">
  * Reconfigure toolkit credentials
  * Test imported agents/pipelines
  * Verify nested dependencies work correctly
</Accordion>

<Accordion title="Project Organization">
  * Import related entities together
  * Maintain consistent naming conventions
  * Group by functionality or team
</Accordion>

***

## Troubleshooting

<Accordion title="Issue: Model Not Available">
  **Cause:** The model specified in the import file doesn't exist in destination project

  **Solution:**

  * Select an alternative model from the dropdown
  * Add the required model configuration to the project first
</Accordion>

<Accordion title="Issue: Missing Toolkit">
  **Cause:** Referenced toolkit not installed in destination project

  **Solution:**

  * Install the missing toolkit in the destination project before importing
  * Or import to a different project where the toolkit is available
</Accordion>

<Accordion title="Issue: Permission Denied">
  **Cause:** The user does not have the `models.applications.export_import.import` permission in the destination project

  **Solution:**

  * Request the `models.applications.export_import.import` permission from your project administrator
  * Import to a different project where you have this permission
</Accordion>

<Accordion title="Issue: Invalid Import Format">
  **Cause:** The `.md` file doesn't have proper YAML frontmatter structure

  **Solution:**

  * Verify the file starts with `---`
  * Check YAML syntax is valid
  * Ensure closing `---` is present
</Accordion>

<Accordion title="Issue: Import Button Disabled">
  **Possible Causes:**

  * No project selected
  * Missing `models.applications.export_import.import` permission in the destination project

  **Solution:**

  * Select a destination project from the dropdown
  * Verify you have the `models.applications.export_import.import` permission in the target project
</Accordion>

<Accordion title="Issue: Failed to Parse MD File">
  **Possible Causes:**

  * Invalid YAML frontmatter
  * Missing closing `---` delimiters
  * Corrupted file encoding

  **Solution:**

  * Open file in text editor and verify format
  * Ensure UTF-8 encoding
  * Re-export from source if possible
</Accordion>

<Accordion title="Issue: Nested Agent Not Found">
  **Possible Causes:**

  * Referenced agent not included in ZIP
  * Import UUID mismatch
  * Agent imported to different project

  **Solution:**

  * Include all dependent agents in same import
  * Verify all `.md` files are in ZIP
  * Import all entities to same project
</Accordion>

<Accordion title="Issue: Toolkit Tools Not Available">
  **Possible Causes:**

  * Toolkit version mismatch
  * Tool deprecated or renamed
  * Toolkit not properly configured

  **Solution:**

  * Update toolkit to latest version
  * Review toolkit configuration
  * Select alternative tools if available
</Accordion>

***

<Info title="Additional Resources">
  * **[Entity Versioning](./entity-versioning):** Learn about version management
  * **[Credentials Menu](../../menus/credentials):** Configure authentication credentials for toolkits
  * **[Agents Menu](../../menus/agents):** Complete agents documentation
  * **[Pipelines Menu](../../menus/pipelines):** Complete pipelines documentation
  * **[Toolkits Menu](../../menus/toolkits):** Complete toolkits documentation
</Info>

***
