Export cards to update them in bulk and import them back into SwiftKanban. With import, you can create new cards from a flat file or a spreadsheet.
The export feature enables quick export of data in Microsoft® Excel /CSV format. You can export cards from SwiftKanban along with their attribute values. You can export cards for further analysis, import them back into SwiftKanban after updating some attributes, or to import them into other systems
With the export capability, you can:
To export items/cards from SwiftKanban into Ms Excel/CSV :Before you proceed with the export, ensure that the card type name does not contain any of these special characters - [ ] ? / \ *. When exporting to an MS Excel file, SwiftKanban creates a worksheet identified by the card type name and exports details of all cards into the worksheet. According to the limitation of Microsoft Excel, the worksheet name cannot contain special characters and hence the export fails. You can change the card type name in iForm editor.
Depending on the browser settings, the file will be downloaded on your system automatically in the default folder set in your browser, or you need to save the file to the required folder. The file exports card details in the selected format (Ms Excel/CSV).
Note that you need to select the UTF-8 character set when saving in CSV format.
Based on the latest fields defined in the card type, all attributes will be exported.
The exported Excel file columns are color-coded to indicate System-generated fields, Mandatory Fields and Optional Fields. See Exported MS Excel File image for reference.
While exporting Kanban cards to the selected format, only the latest 10 comments in a card get exported and the rest is ignored.
exported file or downloaded Import template, ensure that:
Note that the Exported Excel/CSV File will display columns in the order defined i.e. the List position entered for the Card Type fields in the List View.
To add new cards, add data after the last row. You cannot add cards between existing rows. The MS Excel exported file can be edited for sharing or further reporting and anaysis.You can rename, remove, and hide columns, sort and filter on columns and even create pivot tables. However, when importing the edited file, the content will be validated for mandatory columns and ID column. If the ID column or any mandatory column is removed or renamed, an error message will be displayed. You can correct the file and reimport. See Import Failures section for details.Similarly, exported file in CSV format will be validated when importing back into SwiftKanban.