Source: https://atomic-works-test.docs-staging.pageloop.ai/ingestion/get-started-with-ingestion-in-sprinto/edit-workflows-using-yaml-editor

# Edit Workflows Using Yaml Editor

---
description: >-
  Learn how to edit ingestion workflows in Sprinto using YAML Editor, including
  importing YAML, exporting workflow configuration, validation, and advanced
  workflow editing.
---

# Edit Workflows Using YAML Editor

Sprinto’s YAML Editor allows advanced users to directly edit ingestion workflow configuration.

YAML Editor provides full visibility into the workflow structure and is useful when you need:

* Advanced workflow customisation
* Direct configuration editing
* Manual workflow control
* Workflow import and export
* Version-controlled configuration management

Most users can build workflows using the **AI Editor** or **Visual Editor**. YAML Editor is recommended for advanced workflow management.

{% hint style="info" %}
#### Note

YAML Editor is only available for from-scratch plans. Template-based plans support Visual Editor only.
{% endhint %}

***

## Before You Begin

Ensure that:

* A from-scratch ingestion plan already exists
* You have access to the **Ingestion** module
* You understand the workflow structure before editing YAML directly

***

## Open YAML Editor

To open YAML Editor:

1. Log in to the Sprinto dashboard.
2. Go to **Ingestion**.
3. Open the **Plans** tab.
4. Locate the required from-scratch plan.
5. Open the three-dot menu.
6. Click **Edit**.

<figure><img src="../../.gitbook/assets/Screenshot 2026-05-17 at 14.30.23.png" alt="" width="563"><figcaption></figcaption></figure>

7. Open the **YAML Editor** tab.

<figure><img src="../../.gitbook/assets/Screenshot 2026-05-17 at 14.31.17.png" alt="" width="563"><figcaption></figcaption></figure>

Sprinto opens the YAML configuration workspace.

***

## Understand the YAML Editor Layout

The YAML Editor includes:

* YAML editing workspace
* Validation feedback
* Import option
* Copy option
* Download option
* Save Changes button

The editor displays the complete ingestion workflow configuration.

***

## Review Workflow Configuration

The YAML workspace contains the ingestion workflow definition.

Depending on the workflow, the configuration may include:

* Plan details
* Parameters
* Providers
* Credentials
* Workflow steps
* Outputs
* Processing logic

The configuration updates dynamically when changes are saved.

***

## Edit Workflow Configuration

You can directly modify workflow behaviour inside the YAML editor.

Examples include:

* Updating workflow steps
* Changing parameters
* Modifying conditions
* Editing mappings
* Adjusting outputs
* Reordering processing logic

Changes affect future workflow executions after saving.

***

## Import a YAML File

Importing allows you to load an existing workflow configuration into Sprinto.

### Import YAML

1. Open the **YAML Editor**.
2. Click **Import**.

<figure><img src="../../.gitbook/assets/Screenshot 2026-04-24 at 16.47.37.png" alt="" width="563"><figcaption></figcaption></figure>

3. Select the YAML file.
4. Review the imported configuration.
5. Click **Save**.

Imported YAML replaces the existing workflow configuration.

***

## Copy YAML Configuration

You can copy the workflow configuration directly from the editor.

### Copy YAML

1. Open the **YAML Editor**.
2. Click **Copy**.

Sprinto copies the YAML configuration to the clipboard.

This is useful for:

* Sharing workflow logic
* Comparing configurations
* Reviewing changes externally

***

## Download YAML Configuration

Downloading allows you to export the ingestion workflow locally.

### Download YAML

1. Open the **YAML Editor**.
2. Click **Download**.

Sprinto downloads the YAML file.

Downloaded YAML can be used for:

* Backups
* Workflow migration
* External review
* Version tracking

***

## Validate YAML Configuration

Sprinto validates YAML before saving changes.

Validation helps identify:

* Invalid formatting
* Missing required configuration
* Unsupported schema structure
* Workflow inconsistencies

Validation messages appear directly inside the editor.

You must resolve validation errors before saving.

***

## Save Workflow Changes

After editing the workflow:

1. Review the YAML configuration.
2. Click **Save Changes**.

Sprinto validates and stores the updated workflow.

***

## Use YAML Editor with Other Editors

YAML Editor works alongside:

* AI Editor
* Visual Editor

Changes made in one editor affect the shared workflow configuration.

For example:

* AI-generated workflows appear in YAML
* Visual Editor changes update the YAML structure
* Saved YAML changes affect workflow execution

***

## When to Use YAML Editor

YAML Editor is recommended when:

* Advanced workflow customisation is required
* Direct configuration editing is preferred
* Teams manage workflows using version control
* AI-generated workflows require manual refinement
* Workflow logic is too complex for Visual Editor

For most workflows, Sprinto recommends starting with AI Editor first.

***

## Best Practices

Use the following recommendations when editing YAML workflows:

* Start with AI Editor before using YAML directly
* Review workflow structure before editing
* Validate YAML before saving
* Export backups before major changes
* Keep workflow logic readable
* Test workflows after updating YAML
* Use Run History and Troubleshoot after major edits

***

## Related Topics

* [Get Started with Ingestion in Sprinto](./)
* [Build and Edit Workflows Using AI Editor](build-and-edit-workflows-using-ai-editor.md)
* [Run and Debug Ingestion Workflows](run-and-debug-ingestion-workflows.md)
* [Review Ingested Data and Entity Records](review-ingested-data-and-entity-records.md)
* [Create and Manage Webhooks](create-and-manage-webhooks.md)