Step 9 - Export Roadmap Items and Milestones

In this section, we show you how you can export your roadmap data to a CSV file that you can import into a spreadsheet application such as Excel. Roadmap items and milestones are exported to separate CSV files.

Export items to a CSV

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

Exporting items from a view

1. On the Roadmap navbar, select the view with the items you want to export in the View dropdown.

2. On the View navbar, click the Export icon.

3. In the Export dropdown, click Export Items to CSV.

Export all roadmap items

1. On the Roadmap navbar, select All Data in the View dropdown.

2. On the View navbar, click the Export icon.

3. In the Export dropdown, click Export to CSV.

Export milestones to a CSV

The same as when you're exporting roadmap items, you can choose to export all the milestones in the roadmap, or a subset of the milestones in a roadmap view resulting from the view's filter set.

To export the milestones, follow the same steps above but select Export Milestones to CSV in the Export dropdown instead.

Format of the exported data

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 Strategic Roadmaps in case you want to import the exported items back into Strategic Roadmaps 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 Strategic Roadmaps 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 Strategic Roadmaps.

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.

Next Step

Step 10 - Export and Publish a Roadmap