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Integration

Available for both SaaS and On-Premise.

Targetprocess can integrate with your existing development tools to create a central hub for collaboration and management across your enterprise. Get rid of information islands and standardize your process across your entire organization.

see Full list of integrations

How to export data into a .CSV file

Targetprocess provides for several easy ways to export data to a delimited format suitable for import into such tools as Microsoft Excel.

Export Views

Export option can be found under Actions menu on any View. Just click the Export button to download a .CSV file. No matter how many types of cards are shown on the View - all the cards from the View will be exported to the .CSV file.

export-cards

Attachments and images can not be exported from Targetprocess. You can only save them manually to your local drive using "Save" button for every single file / image or request whole attachments storage from Support Team. Comments can be exported by REST API only.

If you have your board filtered or focused on a particular set of rows and columns and then export it, you will see the same set of cards in the CSV file as the board shows.

It is not possible to customize columns in the exported file. Hierarchical lanes in list views are not exported at the moment. It is also not possible to export comments and requesters. If you need customized export, please build and export a Tabular Report instead.

Count Limit

Paging on views does not affect export. Cards across all the pages can be exported to the single file.

By default, the number of exported entities is limited to 1000.

For on-premise (on-site) customers this limit can be changed in configuration file on the hosting server.  Open the file:

c:\inetpub\wwwroot\TargetProcess2\wwwroot\web.config

Modify the following line:

<add key="CsvSlice.TakeLimit" value="1000" />

Known workaround for this issue is to use filters and export data in small batches up to 1000 items each.

Export Tabular Reports

Export To Excel functionality is available from your Tabular Reports.

Open Reports → Tabular Reports page. Run an existing report or create a new one. Then please click the Export To Excel button.

If you use Inner Lists within the Tabular Report (such as User Stories → Tasks, Bugs; Features → User Stories; Assignable → Assignments, Times, Comments, Requests → Requesters), the data from the inner lists will also be exported.

Tabular reports cannot export assigned users into a column like View Export does. Inner Lists is the only supported form.

Calculated custom fields cannot be displayed and exported within Tabular Reports.

Export Visual Reports

A Visual Report can be exported using an icon in top right corner of a report. It is possible to export a report into CSV and JSON formats. Also screenshot of a report can be saved as PNG file and printed.

visual-report-export

For example, we have a report that shows how much effort (7.5 man-hour work days) was completed by each team. Each color represents a different project:

When we export this report in .png format, we have a screenshot of the report:

report2

Exporting in .csv format displays Project names, Team Names, and the sum of effort divided by 7.5 as the report specifies:

Reportcsv

When exporting in JSON we generate a file written  in the format below:

reportjson

Export Custom Graphical Reports

It is possible to export Custom Graphical Reports in various formats. To export your reports or print them, the 'export' UI element can be found above the report on the right:

uielement

Delimiter (separator) settings for CSV files

Four symbols are supported as delimiters for CSV files produced by Targetprocess:

  • , (comma)
  • ; (semicolon)
  • |
  • Tab

Comma is selected in the account settings by default.

Troubleshooting issues with delimiter

Sometimes it may happen that your Excel editor is not able to parse CSV file properly. It may happen when delimiter used in files build by Targetprocess does not matches the one expected by Excel. Here is how problematic the imported file may look like in Excel:

export-bad

It is possible to change delimiter (separator) symbol settings in two places so that they start to match each other.

Check and change delimiter settings in Targetprocess

In Targetprocess, you'll need to login as Administrator. Then open Settings → General Settings → CSV Export delimiter.

export-settings

When settings are saved, please re-export Targetprocess data to CSV file once again.

Check and change delimiter settings in Windows Excel

Default delimiter (separator) for Windows Excel is configured in local settings of your machine. In Windows, press Run → Control Panel → Region and Language → Additional Settings... → List separator.

excel-list-separator

You should have same symbol set in your system settings and in Targetprocess.

When delimiters do not match, we recommend to change Targetprocess settings rather than the ones on your local machine.

Here is how the same CSV file is opened by Excel editor when delimiter (separator) settings match:

export-good

Export REST API queries

REST API allows you to extract data from Targetprocess account in the XML and JSON formats. We created quick guides that describe how to fetch Targetprocess data to commonly used spreadsheet editors:

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