Possible Questions :
- Can I take a backup of all automation rules ?

- Is there a way to export all rules configured under the Automation tab ?


Resolution Path : 


We don't have a direct way to export all Automation Rules and configurations within the Freshdesk UI. 

However, we can use API to perform a work-around to obtain the list of automation rules and it's configurations in CSV instead of creating an L5 request. Here's how : 


  1. Simply go to the Network logs prior to selecting an automation (such as Ticket creation, Time triggers, Ticket updates). 
  2. Click on the desired automation within the list of options. 
  3. From the headers you receive, pick out the "rules?page=n" section, where 'n' represents the page number. 
  4. Extract the Request URL and paste it onto a new tab. 
  5. If you happen to have the JSON viewer extension on Chrome, the loaded page will have an enhanced appearance.


Here's the twist: While it might seem like you need to go through the same process repeatedly using the pagination button, you can actually display 100 rules per page by making changes to the URL.


The initial URL in the response usually appears as follows:

Original URL: https://domain.freshdesk.com/api/_/automations/3/rules?page=n

In this case, the page 'n' will exhibit 30 rules. However, you can amplify this to 100 rules per page by utilizing the URL format below:

Modified URL: https://freshworksdesk986.freshdesk.com/api/_/automations/3/rules?per_page=100&page=n


In this adjusted URL, 'n' denotes the page number. Consequently, if there are, say, 1000 rules, you'll only need to perform the process 10 times. Refer to the Attached Video for a demo on how this can be done.

  • You can then Copy the contents on the entire page, and paste it to a Sublime Text Editor 
  • Then, you can proceed to convert the JSON file to a CSV file using an Online converter.