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Import or Export Contexts, Data, KPIs, Metrics, Trees, Pages, or Components

You can import or export complete trees (with their Scorecards, Perspectives, Objectives, and KPIs), Unassigned KPIs, Metrics from the Active KPIs pane, as well as user-defined pages or components.

The import or export flows are meant to be used when moving from staging to production and not as a way to update system configuration. If you want to use the import or export flows to update the system configuration, you must delete all the nodes in the active KPIs pane, before performing the import operation. . For details, see Migrate from Development or Test Environment to Production.

The export and import flows are also meant to be used for localization purposes, when you want to work with other languages than English. For details, see Localization and Globalization.

To export or import the items listed above, you can use the Content Acceleration Pack (CAP) feature. You can export or import:

  • Contexts.
  • Data imported using .CSV files.
  • Trees of their Scorecards, Perspectives, Objectives, and KPIs, Unassigned KPIs, and Metrics.
  • User-defined pages or components.
  • For details, see Create Content Acceleration Packs

Note You can migrate Contexts, trees, KPIs, Metrics, user-defined pages, or components using one CAP per type of item or one CAP for all the items you want to export/import/migrate.