Export and Import List Data
You can export the contents of a BrightWork list (including attachments) for importing into another BrightWork list. This streamlines the process of migrating data between lists and also enables the sharing of list data with SharePoint users outside of your organization.
Notes:
- Lookup items are not supported when importing a single list except when the lookup is to the same list.
- The original creation date and date last modified date are not retained.
- Users are imported if the user name used matches a user name in the current site collection, i.e. importing an exported XML file from another site collection may not result in users being imported.
- The list types or list names do not have to match; however data will only be imported where the column name and column type match exactly.
- List folder structures are not recreated on import - all the list items (including ones that were in folders) are imported in a flat structure.
- Export and Import of external lists is not supported.
Tip! You can export list data using a specific view to filter the items exported. This is particularly useful, for example, if you wish to export specific metrics from one project site and import them into another. To do this, you create or modify a view and set up the view filter to only include the metrics you want to move and select the view when exporting.
To export list data:
- Click Items | Export List Data on the list ribbon.
- Select All items to export all items in the list, or select View filter and pick a view to export from the drop down.
- Click Export and save the XML file to a suitable location.
- Click Close.
Note: Selecting a view will limit the items from the list which are exported, but not the columns. All columns are always exported.
To import list data:
- Click Items | Import List Data on the list ribbon.
- Click Browse and navigate to the location the XML file is stored in.
- Click Open.
- Optional: Select the Import Users checkbox to import users from the XML.
- Click Import.