Exporting Data to CSV

^{For more details on available features in other plans, click here.}

You can export both items and milestones in a roadmap to a CSV file for use in an external application. Items and milestones are exported separately. 

When exporting items, you can choose to export the subset of items in the selected view resulting from the view's filter set OR all the items in the roadmap.

1. In the View dropdown on your roadmap, select the view you want to export.
   
2. On the roadmap toolbar, click the Export icon.
   
3. In the Export dropdown, select Export Items to CSV.
   NOTE: This can also be done from the Items table view, by clicking Export to CSV. When working in Timeline views, make sure you're not in the Milestones table view or you'll import the view's milestones by mistake.

1. In the View dropdown on your roadmap, select All Data.
   
2. Navigate to the Items tab on your All Data view.
   IMPORTANT: You must be in the Items table view to export all items. If you're in the Milestones table view, you'll export milestones instead.
3. On the roadmap toolbar, click the Export icon.
4. In the Export dropdown, select Export to CSV.

NOTE: The field order in your export is based on the order in which they were added to the roadmap. Field order will not reflect the item card order, or items table order, but rather the chronological order of when the field was added to the roadmap.

Like items, you can choose to export the subset of milestones within a specific view by following the steps listed above from the Milestones tab in your timeline roadmap or choose to export all the milestones in the roadmap through the All Data view.

All item and milestone fields are exported as columns in the CSV using field names for the column headers. Items and milestones are exported as rows, one row per item or milestone. 

When you open an item or milestone CSV, you'll see some fields that are added during the export:

Internal ID. This ID is used to match the items or milestones in Roadmunk in case you want to import the exported items back into Roadmunk after editing them in an external application.

External ID. Items or milestones in the CSV will have an External ID if they were originally imported to Roadmunk from an external application such as JIRA. The ID is used to match the items or milestones in the source application in case you want to re-import the exported items or milestones back into the source application after editing them in Roadmunk.

Source. The Source field contains the name of the roadmap from which you exported the items or milestones. This field allows you to merge and work with items or milestones from different roadmaps while still being able to separate them.

Bucket. If an item has the Date field set to a Bucket (e.g., Soon, Future) instead of an actual date or date range, the Bucket will be exported in this field and the item's Start Date and End Date fields will be empty.

You can export a roadmap's items or milestones to a CSV file if you are the roadmap Owner or the roadmap has been shared with you as an Editor. If you share the roadmap as a Viewer, you can't export any of its items or milestones.

When exporting a Master roadmap, only Account Admins may export to a CSV regardless if they have explicit permission on the Master roadmap.