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* feat(docs): move docs-experimental content into monorepo docs/ * Remove plan related files and comments * Cleanup comments, remove generated files --------- Co-authored-by: Hanzo Dev <[email protected]>
180 lines
8.4 KiB
Plaintext
180 lines
8.4 KiB
Plaintext
---
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title: "Import, export, and migrate"
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---
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<PlanAvailability slug="entry-ent" />
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## Import and export a board archive
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If you’d like to back up your board or re-use it on another team or channel workspace, you can export it as an archive file, and then import the archive file in the team or channel workspace of your choosing. Exported and imported board archives include all card content such as properties, comments, descriptions, and image attachments.
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To do this, select the options menu <img src="/img/ui/dots-horizontal_F01D8.svg" alt="Use the More icon to access additional message options." className="theme-icon" /> to the left of the **New** button at the top of the board. Then select **Export board archive**. Download the archive file. Navigate to the team or channel workspace where you’d like to add the exported board. Select the Gear icon next to your profile picture, then choose **Import archive**. The board you exported will be added to this team or channel workspace.
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The **Import archive** option will import the board to your current team. Use [board permissions](/end-user-guide/project-management/share-and-collaborate#board-permissions) to control access to your imported board. The previous `.focalboard` format will be deprecated in a future release, but will support importing until then. Currently, the import dialog looks for `.boardarchive`. Use **Select all files** to select `.focalboard` files to import.
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## Export to CSV
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To export a board into a CSV file, select the options menu <img src="/img/ui/dots-horizontal_F01D8.svg" alt="Use the More icon to access additional message options." className="theme-icon" /> to the left of the **New** button at the top of the board. Then select **Export to CSV**.
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## Import and export from other applications
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You can import data from other tools to use with Boards.
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## Import from Asana
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This node app converts an Asana JSON archive into a `.boardarchive` file.
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1. Log into your Asana account.
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2. Select the drop-down menu next to the Asana board's name. Then select **Export/Print \> JSON**. This will create an archive file which you'll use in Boards.
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3. Save the file locally, e.g. to `asana.json`.
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4. Open a terminal window on your local machine and clone the focalboard repository to a local directory, e.g. to `focalboard`:
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``` sh
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git clone https://github.com/mattermost/focalboard focalboard
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```
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5. Navigate to `focalboard/webapp`.
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6. Run `npm install`.
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7. Change directory to `focalboard/import/asana`.
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8. Run `npm install`.
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9. From within the same folder, run `npx ts-node importAsana.ts -i <asana.json> -o archive.boardarchive`. This generates the following data:
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``` sh
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asana macbook$ npx ts-node importAsana.ts -i ~/Downloads/asana.json -o archive.boardarchive
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Board: 1:1 Meeting Agenda Test
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Card: [READ ME] Instructions for using this project
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Card: [EXAMPLE TASK] Feedback on design team presentation
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Card: [EXAMPLE TASK] Finalize monthly staffing plan
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Card: [EXAMPLE TASK] Review Q2 launch video outline
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Card: [EXAMPLE TASK] Mentor a peer
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Found 5 card(s).
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Exported to archive.boardarchive
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```
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10. In Boards, open the board you want to use for the export.
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11. Select **Settings \> Import archive** and select `archive.boardarchive`.
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12. Select **Upload**.
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13. Return to your board and confirm that your Asana data is now displaying.
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If you don't see your Asana data, an the error should be displayed. You can also check log files for errors.
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### Import scope
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Currently, the script imports all cards from a single board, including their section (column) membership, names, and notes.
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## Import from Notion
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This node app converts a Notion CSV and markdown export into a `.boardarchive` file.
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1. From a Notion Board, open the **...** menu at the top right corner of the board.
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2. Select <code>Export</code> and pick <code>Markdown & CSV</code> as the export format.
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3. Save the generated file locally, and unzip the folder.
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4. Open a terminal window on your local machine and clone the focalboard repository to a local directory, e.g. to `focalboard`:
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``` sh
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git clone https://github.com/mattermost/focalboard focalboard
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```
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5. Navigate to `focalboard/webapp`.
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6. Run `npm install`.
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7. Change directory to `focalboard/import/notion`.
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8. Run `npm install`.
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9. From within the same folder, run `npx ts-node importNotion.ts -i <path to the notion-export folder> -o archive.boardarchive`.
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10. In Boards, open the board you want to use for the export.
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11. Select **Settings \> Import archive** and select `archive.boardarchive`.
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12. Select **Upload**.
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13. Return to your board and confirm that your Notion data is now displaying.
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### Import scope
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Currently, the script imports all cards from a single board, including their properties and markdown content.
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The Notion export format does not preserve property types, so the script currently imports all card properties as a Select type. You can change the type after importing into Focalboard.
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## Import from Jira
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This node app converts a Jira `.XML` export into a `.boardarchive` file.
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1. Open Jira advanced search, and search for all the items to export.
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2. Select **Export \> Export XML**.
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3. Save the generated file locally, e.g. to `jira_export.xml`.
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4. Open a terminal window on your local machine and clone the focalboard repository to a local directory, e.g. to `focalboard`:
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``` sh
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git clone https://github.com/mattermost/focalboard focalboard
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```
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5. Navigate to `focalboard/webapp`.
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6. Run `npm install`.
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7. Change directory to `focalboard/import/jira`.
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8. Run `npm install`.
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9. From within the same folder, run `npx ts-node importJira.ts -i <path-to-jira.xml> -o archive.boardarchive`.
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10. In Boards, open the board you want to use for the export.
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11. Select **Settings \> Import archive** and select `archive.boardarchive`.
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12. Select **Upload**.
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13. Return to your board and confirm that your Jira data is now displaying.
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### Import scope and known limitations
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Currently, the script imports each item as a card into a single board. Note that Jira `.XML` export is limited to 1000 issues at a time.
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Users are imported as Select properties, with the name of the user.
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The following aren't currently imported:
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- Custom properties
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- Comments
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- Embedded files
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## Import from Trello
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This node app converts a Trello `.json` archive into a `.boardarchive` file.
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1. From the Trello Board Menu, select **...Show Menu**.
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2. Select **More \> Print and Export \> Export to JSON**.
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3. Save the generated file locally, e.g. to `trello.json`.
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4. Open a terminal window on your local machine and clone the focalboard repository to a local directory, e.g. to `focalboard`:
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``` sh
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git clone https://github.com/mattermost/focalboard focalboard
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```
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5. Navigate to `focalboard/webapp`.
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6. Run `npm install`.
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7. Change directory to `focalboard/import/trello`.
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8. Run `npm install`.
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9. From within the same folder, run `npx ts-node importTrello.ts -i <path-to-trello.json> -o archive.boardarchive`.
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10. In Boards, open the board you want to use for the export.
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11. Select **Settings \> Import archive** and select `archive.boardarchive`.
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12. Select **Upload**.
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13. Return to your board and confirm that your Trello data is now displaying.
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### Import scope
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Currently, the script imports all cards from a single board, including their list (column) membership, names, and descriptions.
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## Import from Todoist
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This node app converts a Todoist `.json` archive into a `.boardarchive` file.
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1. Visit the open source Todoist data export service at [https://darekkay.com/todoist-export/](https://darekkay.com/todoist-export/).
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2. From the **Options** menu, select **Export As \> JSON (all data)**.
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3. Uncheck the **Archived** option if checked.
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4. Select **Authorize and Backup**. This will take you to your Todoist account. Follow the instructions on screen.
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5. Note the name and location of the downloaded `.json` file.
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6. Open a terminal window on your local machine and clone the focalboard repository to a local directory, e.g. to `focalboard`:
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``` sh
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git clone https://github.com/mattermost/focalboard focalboard
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```
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7. Navigate to `focalboard/webapp`.
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8. Run `npm install`.
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9. Change directory to `focalboard/import/todoist`.
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10. Run `npm install`.
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11. From within the same folder, run `npx ts-node importTodoist.ts -i <path-to-todoist.json> -o archive.boardarchive`.
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12. In Boards, open the board you want to use for the export.
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13. Select **Settings \> Import archive** and select `archive.boardarchive`.
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14. Select **Upload**.
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15. Return to your board and confirm that your Todoist data is now displaying.
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