{"id":16928,"date":"2020-10-15T09:34:08","date_gmt":"2020-10-14T20:34:08","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=16928"},"modified":"2024-01-29T03:57:09","modified_gmt":"2024-01-29T03:57:09","slug":"xml-integration","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/xml-integration\/","title":{"rendered":"XML integration"},"content":{"rendered":"<div class='content-column three_fourth'>XML importing and exporting is very Psoda specific and is primarily used for exporting from one Psoda instance and importing into another.\r\n<br>\r\n<br>\r\n<h4 style=\"margin-top:0;\">Export to XML<\/h4>\r\nOn most view pages (if you have sufficient access rights) you will be able to export the asset to the XML format. This XML download will contain the <b>details for the selected asset<\/b> as well as all its descendants that you have visibility of.\r\n<br>\r\n<br>\r\nTo export to XML, navigate to the view page of the asset you want to export. Click on the <b>three-dot options menu<\/b> next to the asset name to open a dropdown which contains the <b>XML Export<\/b> button. This is shown in Figure 1.\r\n\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2024\/01\/xml_integration_1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7169\" src=\"\/help\/wp-content\/uploads\/2024\/01\/xml_integration_1.png\" alt=\"\" width=\"1163\" height=\"199\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 1 &#8211; XML Export button<\/strong><\/p>\r\n\r\nThis should automatically download the XML file for you. Once the download completes, you will be able to access the XML file for your asset.\r\n<br>\r\n<br>\r\n<br>\r\n<h4 style=\"margin-top:0;\">Import from XML<\/h4>\r\n\r\nYou can only access the Import from XML button from the organisation, programme or project view pages. It is recommended to only import an XML file that has been <b>exported from Psoda.<\/b>\r\n<br>\r\n<br>\r\nTo import from XML, navigate to one of the view pages listed above. Click on the <b>three-dot options menu<\/b> next to the asset name to open a dropdown which contains the <b>Import XML file<\/b> button. This is shown in Figure 2.\r\n\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2024\/01\/xml_integration_2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7169\" src=\"\/help\/wp-content\/uploads\/2024\/01\/xml_integration_2.png\" alt=\"\" width=\"1163\" height=\"199\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 2 &#8211; XML Import button<\/strong><\/p>\r\n\r\n<p style=\"text-align: center;\"><a href=\"\/help\/wp-content\/uploads\/2024\/01\/xml_integration_3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"ss_img alignnone size-full wp-image-7169\" src=\"\/help\/wp-content\/uploads\/2024\/01\/xml_integration_3.png\" alt=\"\" width=\"1163\" height=\"199\" \/><\/a><\/p>\r\n<p style=\"text-align: center;\"><strong>Figure 3 &#8211; XML Import popup<\/strong><\/p>\r\n\r\nSelect the file you wish to upload. Or if you have an existing XML file as an attachment in Psoda, use the \u201cimport from\u201d dropdown and choose \u201cexisting attachment\u201d. Then go through and select the attachment you wish to import.\r\n<br>\r\n<br>\r\nIt may say the import failed, but most of the time the import was successful. Check the actual results in the next step.<\/div>\r\n<div class='content-column one_fourth last_column'><h4>Related topics<\/h4>\r\n<ul>\r\n \t<li><a href=\"\/help\/email-integration\">Email integration<\/a><\/li>\r\n \t<li><a href=\"\/help\/microsoft-bi-integration\">Microsoft BI integration<\/a><\/li>\r\n \t<li><a href=\"\/help\/microsoft-excel-integration\">Microsoft Excel integration<\/a><\/li>\r\n \t<li><a href=\"\/help\/microsoft-project-integration\">Microsoft Project integration<\/a><\/li>\r\n \t<li><a href=\"\/help\/microsoft-teams-integration\">Microsoft Teams integration<\/a><\/li>\r\n \t<li><a href=\"\/help\/jira-integration\">JIRA integration<\/a><\/li>\r\n \t<li><a href=\"\/help\/technology-one-integration\">Technology One integration<\/a><\/li>\r\n \t<li><a href=\"\/help\/microsoft-word-integration\">Microsoft Word integration<\/a><\/li>\r\n        <li><a href=\"\/help\/comma-separated-values-csv-integration\">CSV integration<\/a><\/li>\r\n<\/ul><\/div><div class='clear_column'><\/div>","protected":false},"excerpt":{"rendered":"<p><div class='content-column three_fourth'><\/div>  XML importing and exporting is very Psoda specific and is primarily used for exporting from one Psoda instance and importing into another.      Export to XML  On most view pages (if you have sufficient access rights) you will be able to export the asset to the XML format.<\/p>\n","protected":false},"author":8,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-16928","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>XML integration - Psoda Help Centre<\/title>\n<meta name=\"description\" content=\"Read the documentation and learn how to use Psoda&#039;s XML integration\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.psoda.com\/help\/xml-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"XML integration - 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