Export Items and Item Lists in JSON or XLSX format.
Making Requests
You can use Item Export API to retrieve Item information from KaiNexus in JSON or XLSX format.
Authentication
The username will be "api" and the password will be the API Key. See this article for information on obtaining the API Key.
Exporting to XLSX
To export an individual Item in XLSX format, execute a GET request to this URL:
https://api.kainexus.com/api/public/v1/excel/item?id=XXXXX
To export an Item List in XLSX format, execute a GET request to this URL:
https://api.kainexus.com/api/public/v1/excel/itemList?id=XXXXX
Exporting to JSON
To export an individual Item in JSON format, execute a GET request to this URL:
https://api.kainexus.com/api/public/v1/json/item?id=XXXXX
To export an Item List in JSON format, execute a GET request to this URL:
https://api.kainexus.com/api/public/v1/json/itemList?id=XXXXX
For each URL, replace "XXXXX" with the Item or Item List ID. For more information on how to find the ID, see this article.
Note: You cannot export every Item in the organization. You must export a List to retrieve multiple Items in the same call.
Pagination
For Item exports, two parameters can be specified to control paging:
- offset: The (zero-based) offset of the first Item in the collection to return - optional - defaults to 0.
- limit: The max number of Items to return - optional - defaults to 30,000. It cannot exceed 30,000.
Things to note:
- All dates use ISO 8601 format. Example: "2019-04-29T16:30:40.000+0000"
- If a key's value is null, blank, or an empty array, it is generally omitted entirely from the JSON object.
- In XLSX, there were separate worksheets for Milestones, Impacts, Investments, and Custom Schedules. In JSON, all of this information is nested within the item object.
- Impacts - Nested under the relevant resolution object within the item (resolutionActual.impacts, resolutionTarget.impacts, resolutionForecast.impacts)
- Investments - Nested under the relevant resolution object within the item (resolutionActual.investments, resolutionTarget.investments, resolutionForecast.investments)
- Custom Impact Schedule - Nested under the relevant impact object within the resolution object. (e.g. resolutionActual.impacts[x].monthlyValues)
- Milestones - Nested directly within the item object (e.g. item[x].milestones)
- Impacts - Nested under the relevant resolution object within the item (resolutionActual.impacts, resolutionTarget.impacts, resolutionForecast.impacts)
In general, all data previously available in the XLSX file is also available in the JSON export. The table below provides a mapping of existing data from XLSX to JSON format.
NOTE: There is a 20,000 (twenty thousand) Item limit per API call.
Top Level Worksheet |
XLSX Location |
JSON Location |
Additional Note |
Template Name |
Worksheet Name |
templateName |
In the XLSX workbook, each template type was broken out into a separate set of worksheets. In JSON format, the items are exported in a flat array called items. The templateName key indicates the name of the Template Type. |
Item ID |
Column: ID |
id |
|
Item Summary/Title/Name |
Column: Title |
summary |
|
Deep Link |
Column: Link |
link |
|
Configurable Text Fields (e.g. Description, Proposed Solution, Outcome) |
Column: Configured name of field |
Name: fields[x].name Value: fields[x].value |
In XLSX, the column was named using the name of the field and each cell contained the value of the field for each item. In JSON, configurable fields are placed into an array of fields. To obtain the value, search the array by the name of the field and then use value/numericValue/dateValue.
Note that fields that currently have a blank or null value may be excluded from the fields array. |
Configurable Number Fields |
Column: Configured name of field |
Name: fields[x].name Value: fields[x].numericValue |
|
Configurable Date Fields |
Column: Configured name of field |
Name: fields[x].name Value: fields[x].dateValue |
|
Configurable Attributes (e.g. Category, Priority) |
Column: Configured name of each configured attribute |
Name: attributes[x].name Values: attributes[x].values |
In XLSX, the column was named using the name of each attribute and each cell contained a comma separated list of the attribute values. In JSON, configurable attributes are placed into an array of attributes. To obtain the value(s), search the array by the name of the attribute and then use values array to obtain the values of the specific attributes for that item.
Note that attributes that currently have no configured values for a particular item may be excluded from the attributes array. |
Status |
Column: Status |
status |
One of: DRAFT, NEW, PLANNED, OVERDUE, ACTIVE, RES_SUBMITTED, COMPLETE, DEFERRED |
Parent ID |
Column: Parent ID |
parentId |
|
Parent Summary/Title/Name |
Column: Parent Name |
parentSummary |
To optimize performance, parentSummary will only be populated if the includeParentSummary=true parameter is included in the request. |
Private |
Column: Private |
private |
One of: true, false |
Responsible |
Column: Responsible |
responsible |
In XLSX, users were populated in a comma delimited cell with the username and email address of the user like this: arnold (Arnold Smith),greg (Greg Jacobson)
In JSON, users are represented by an object like this: { "id": 40, "username": "arnold", "firstName": "Arnold", "lastName": "Smith", "email": “arnold@companyXYZ.com” }
Multi user field are represented by an array of these user objects.
|
Assigner |
Column: Assigner |
assigner |
|
Author |
Column: Author |
authors |
|
Collaborator |
Column: Collaborator |
collaborators |
|
Follower |
Column: Follower |
followers |
|
Sponsor |
Column: Sponsor |
sponsors |
|
Facilitator |
Column: Facilitator |
facilitators |
|
Participant |
Column: Participant |
participants |
|
Participating Location(s) |
Column: Participating Location(s) |
participatingLocations |
In XLSX, locations were populated in a comma delimited cell with the name of the Location.
In JSON, locations are represented by an array of object like this: { "id": 23, "name": "Transportation" }
|
Originating Location(s) |
Column: Originating Location(s) |
originatingLocations |
|
Responsible Location(s) |
Column: Responsible Location(s) |
responsibleLocations |
|
Created Date |
Column: Created Date |
createDate |
JSON dates use ISO 8601 format. Example: "2019-04-29T16:30:40.000+0000" |
Activate Date |
Column: Activate Date |
startDate |
|
Start Date |
Column: Start Date |
startDate |
|
Assigned Date |
Column: Assigned Date |
assignDate |
|
Due Date |
Column: Due Date |
dueDate |
|
Review Date |
Column: Review Date |
reviewDate |
|
Resolution Submit Date |
Column: Resolution Submit Date |
resolutionSubmitDate |
|
Complete Date |
Column: Complete Date |
completeDate |
|
Last Updated Date |
Column: Last Updated |
lastUpdateDate |
|
Resulted In Change/Outcome |
Column: Resulted In Change |
resolutionActual.result |
One of: CHANGE , NO_CHANGE , THIRD
|
No Change Reason(s)/Third Option Reasons |
Column: Reason(s) |
resolutionActual.reasons |
|
Total Financial Impact - Actual |
Column: Financial Impact - Actual |
impactSummary.financialTotalActual |
To optimize performance, impactSummary will only be populated if the includeImpactSummary=true parameter is included in the request. |
Quality Impact - Actual |
Column: Quality Impact |
impactSummary.qualityCountActual |
|
Safety Impact - Actual |
Column: Safety Impact |
impactSummary.safetyCountActual |
|
Satisfaction Impact - Actual |
Column: Satisfaction Impact |
impactSummary.satisfactionCountActual |
|
Health Impact - Actual |
Column: Health Impact |
impactSummary.healthCountActual |
|
Environment Impact - Actual |
Column: Environment Impact |
impactSummary.environmentCountActual |
Impact/Investment Worksheet |
XLSX Location |
JSON Location |
Additional Note |
Item ID |
Column: ID |
N/A |
The impacts are nested under the item object so there is no need to reference the Item ID. |
Impact/Investment ID |
Impact/Investment ID |
resolutionX.impacts[x].id |
|
Impact Type |
Impact Type |
resolutionX.impacts[x].typeName |
|
Title |
Title |
resolutionX.impacts[x].title |
|
Comment |
Comment |
resolutionX.impacts[x].comment |
|
Value Type |
Value Type |
resolutionX.impacts[x].valueType |
One of: ONE_TIME, RECURRING, RANGE, CUSTOM, UNKNOWN; |
User Entered Amount |
User Entered Amount |
resolutionX.impacts[x].amount |
Numeric value |
User Entered Amount Time Unit |
User Entered Amount Time Unit |
resolutionX.impacts[x].amountTimeUnit |
One of: SECOND, MINUTE, HOUR, DAY, WEEK, MONTH, YEAR |
Currency |
Currency |
resolutionX.impacts[x].currencyCode |
|
Recurring Interval |
Recurring Interval |
resolutionX.impacts[x].recurringInterval |
One of: SECOND, MINUTE, HOUR, DAY, WEEK, MONTH, YEAR |
Past Count |
Past Count |
resolutionX.impacts[x].pastCount |
|
Past Unit |
Past Unit |
resolutionX.impacts[x].pastUnit |
One of: SECOND, MINUTE, HOUR, DAY, WEEK, MONTH, YEAR |
Future Count |
Future Count |
resolutionX.impacts[x].futureCount |
|
Future Unit |
Future Unit |
resolutionX.impacts[x].futureUnit |
One of: SECOND, MINUTE, HOUR, DAY, WEEK, MONTH, YEAR |
Decreased Chance |
Decreased Chance |
resolutionX.impacts[x].decreasedChance |
One of: YES, NO, UNKNOWN |
Person/Product/ Service/Resource |
Person/Product/ Service/Resource |
resolutionX.impacts[x]. personProductServiceResource |
|
Number of People |
Number of People |
resolutionX.impacts[x].numberOfPeople |
Numeric value |
Range Start |
Range Start |
resolutionX.impacts[x].rangeStart |
ISO 8601 Date |
Range End |
Range End |
resolutionX.impacts[x].rangeEnd |
ISO 8601 Date |
Unit Value/Rate |
Unit Value/Rate |
resolutionX.impacts[x].unitValueRate |
Numeric value |
Calculated Value |
Calculated Value |
resolutionX.impacts[x].calculatedValue |
Numeric value |
Classification |
Classification |
resolutionX.impacts[x].classification |
One of: MINOR, MODERATE, SIGNIFICANT |
Type |
Column: Type |
N/A |
In Excel, the Impact/Investment worksheet contained a type column (ACTUAL, TARGET, FORECAST) that indicated if the impact/investment corresponded to the Actual, Target, or Forecast resolution, respectively.
In the JSON structure, these 3 different types of resolution are defined separately as resolutionActual, resolutionTarget, resolutionForecast and the impacts corresponding to each are nested below them:
"resolutionTarget": { "result": "CHANGE", "impacts": […] }, "resolutionForecast": { "impacts": […] }, "resolutionTarget": { "impacts": […] } |
Location |
Column: Location |
resolutionX.impacts[x].locations |
In XLSX, locations were populated in a comma delimited cell with the name of the Location.
In JSON, locations are represented by an array of objects like this: { "id": 23, "name": "Transportation" } |
Custom Impact Schedule Worksheet |
XLSX Location |
JSON Location |
Additional Note |
Impact ID |
Column: Impact Id |
N/A |
The milestones are nested under the impact object so there is no need to reference the Impact ID. |
Year |
Column: Year |
resolutionX.impacts[x].monthlyValues[x].year |
In XLSX, each row corresponded to 1 year, with 12 columns for each month.
In JSON, the monthlyValues are an array of objects like this: { “year": 2019, "month": 1, value": 2500 } |
January-December |
|
resolutionX.impacts[x] . monthlyValues[x].month |
Milestone Worksheet |
XLSX Location |
JSON Location |
Additional Note |
Item ID |
Column: ID |
N/A |
The milestones are nested under the item object so there is no need to reference the Item ID. |
Milestone Name |
Column: Name |
milestones[x].name |
|
Status |
Column: Status |
milestones[x].status |
One of: NOT_READY, READY, APPROVED, NOT_APPROVED, NOT_ACTIVATED |
Notes |
Column: Notes |
milestones[x].notes |
|
Last Updated By |
Column: Last Updated By |
milestones[x].lastUpdatedBy |
JSON object representing the user: { "id": 40, "username": "arnold", "firstName": "Arnold", "lastName": "Smith", "email": “ arnold@companyXYZ.com ” } |
Example JSON Output for List #1346
{
"id": 1346,
"items": [
{
"templateId": 1,
"templateName": "Improvement",
"id": 193,
"summary": "In-progress on Hazardous proces",
"link": "https://preview.kainexus.com#link/i/193",
"status": "NEW",
"fields": [
{
"id": 1,
"name": "Description",
"value": "Starting in-progress on hazardous procedures so we know what is waiting and what needs to be done."
},
{
"id": 2,
"name": "Proposed Solution",
"value": "Effective communication"
}
],
"attributes": [
{
"id": 1,
"name": "Priority",
"values": [
{
"id": 18,
"name": "High"
}
]
},
{
"id": 2,
"name": "Category",
"values": [
{
"id": 12,
"name": "Regulatory Compliance"
}
]
},
{
"id": 3,
"name": "Strategic Initiative",
"values": [
{
"id": 28,
"name": "Safety"
}
]
},
{
"id": 5,
"name": "State",
"values": [
{
"id": 34,
"name": "On Track"
}
]
}
],
"authors": [
{
"id": 18,
"username": "brett",
"firstName": "Brett",
"lastName": "Johnson",
"email": ""
}
],
"followers": [
{
"id": 4,
"username": "greg",
"firstName": "Greg",
"lastName": "Jacobson",
"email": ""
}
],
"originatingLocations": [
{
"id": 13,
"name": "Engineers"
},
{
"id": 33,
"name": "Houston"
}
],
"responsibleLocations": [
{
"id": 33,
"name": "Houston"
}
],
"createDate": "2019-01-30T06:00:00.000+0000",
"lastUpdateDate": "2019-05-21T15:32:22.000+0000",
"private": false
},
{
"templateId": 1,
"templateName": "Improvement",
"id": 192,
"summary": "Carrying Trays",
"link": "https://preview.kainexus.com#link/i/192",
"status": "PLANNED",
"fields": [
{
"id": 1,
"name": "Description",
"value": "We can't carry all necessary items from room to room because we run out"
},
{
"id": 2,
"name": "Proposed Solution",
"value": "Get one for everyone."
}
],
"attributes": [
{
"id": 1,
"name": "Priority",
"values": [
{
"id": 20,
"name": "Low Effort High Impact"
}
]
},
{
"id": 2,
"name": "Category",
"values": [
{
"id": 14,
"name": "Conferences"
}
]
},
{
"id": 3,
"name": "Strategic Initiative",
"values": [
{
"id": 27,
"name": "Quality"
}
]
},
{
"id": 5,
"name": "State",
"values": [
{
"id": 34,
"name": "On Track"
}
]
}
],
"authors": [
{
"id": 32,
"username": "hector",
"firstName": "Hector",
"lastName": "Sanchez",
"email": ""
}
],
"followers": [
{
"id": 40,
"username": "arnold",
"firstName": "Arnold",
"lastName": "Smith",
"email": ""
},
{
"id": 4,
"username": "greg",
"firstName": "Greg",
"lastName": "Jacobson",
"email": ""
}
],
"originatingLocations": [
{
"id": 2,
"name": "Austin"
},
{
"id": 90,
"name": "Front End"
}
],
"responsibleLocations": [
{
"id": 2,
"name": "Austin"
},
{
"id": 90,
"name": "Front End"
}
],
"createDate": "2018-05-17T05:00:00.000+0000",
"dueDate": "2019-03-25T04:59:59.000+0000",
"lastUpdateDate": "2019-05-21T15:32:33.000+0000",
"private": false
},
{
"templateId": 1,
"templateName": "Improvement",
"id": 1,
"summary": "Labeling Lab results",
"link": "https://preview.kainexus.com#link/i/1",
"status": "ACTIVE",
"fields": [
{
"id": 1,
"name": "Description",
"value": "We need a better way to lable the results that we receive back from the Lab."
},
{
"id": 2,
"name": "Proposed Solution",
"value": "Perhaps a color coding system?"
}
],
"authors": [
{
"id": 5,
"username": "jeff",
"firstName": "Jeff",
"lastName": "Roussel",
"email": ""
}
],
"followers": [
{
"id": 4,
"username": "greg",
"firstName": "Greg",
"lastName": "Jacobson",
"email": ""
}
],
"responsible": {
"id": 58,
"username": "abby",
"firstName": "Abby",
"lastName": "Lane",
"email": ""
},
"assigner": {
"id": 5,
"username": "jeff",
"firstName": "Jeff",
"lastName": "Roussel",
"email": ""
},
"originatingLocations": [
{
"id": 4,
"name": "Sales"
}
],
"responsibleLocations": [
{
"id": 23,
"name": "Transportation"
}
],
"createDate": "2019-03-17T15:39:58.000+0000",
"startDate": "2019-03-17T15:39:58.000+0000",
"assignDate": "2019-03-17T15:39:58.000+0000",
"dueDate": "2019-04-04T03:59:59.000+0000",
"lastUpdateDate": "2019-05-21T15:32:43.000+0000",
"private": false
},
{
"templateId": 179,
"templateName": "PMBOK",
"id": 2492,
"summary": "Northside Hospital Throughput",
"link": "https://preview.kainexus.com#link/i/2492",
"parentId": 2491,
"status": "ACTIVE",
"fields": [
{
"id": 678,
"name": "Executive Summary",
"value": "Northside Hospital has the objective to operate without using contract nursing labor to improve patient care and reduce operating costs associated with premium labor. A previous analysis by the process improvement group has defined the hospital configuration and staffing levels required to support this new operating model."
},
{
"id": 680,
"name": "Opportunity Statement",
"value": "Elimination of contract labor in conjunction with reconfiguration of existing hospital space to facilitate cohorting is expected to decrease annual labor savings by $5M. HCAPS scores are expected to increase through stabilization of clinical labor thus improving the continuum of care. Hospital will be reconfigured to cohort patients to required nursing rations. This will reduce labor by eliminating overstaffing due to comingled patients. LOS will decrease through a clearly defined step-down process."
},
{
"id": 681,
"name": "Objectives",
"value": "Reduce use of premium contract labor to zero by capping patient beds at 164. This will reduce annualized labor spending by $5M. Reconfiguration of hospital to implement cohorting strategy will reduce LOS from 4.1 to 3.7 days."
},
{
"id": 683,
"name": "Project/Program Success Criteria",
"value": "All contract labor eliminated and cohorting strategy implemented by 11/17/17"
},
{
"id": 685,
"name": "High Level Scope Statement",
"value": "Hospital facilities, systems and staffing will be reconfigured to cap patient beds at 164 as indicated in the PI analysis. This will include all levels of care from ICU to Med/Surg."
},
{
"id": 686,
"name": "Scope Inclusions",
"value": "* Inpatient Care\n* Emergency Room Operations"
},
{
"id": 687,
"name": "Scope Exclusions",
"value": "* Outpatient surgery\n* Radiology\n* Physical therapy"
},
{
"id": 688,
"name": "Budget",
"value": "Expected costs to modify IS and telephony infrastructure are not to exceed $2.3M capital and $201K expense in Year 1."
}
],
"milestones": [
{
"id": 1,
"name": "Initial Approval",
"status": "APPROVED",
"lastUpdatedBy": {
"id": 4,
"username": "greg",
"firstName": "Greg",
"lastName": "Jacobson",
"email": ""
}
},
{
"id": 61,
"name": "Committee Scoring",
"status": "READY"
},
{
"id": 62,
"name": "Finance Approval",
"status": "NOT_READY"
},
{
"id": 63,
"name": "Go Live Approval",
"status": "NOT_READY"
},
{
"id": 64,
"name": "Project Signoff",
"status": "NOT_READY"
}
],
"followers": [
{
"id": 4,
"username": "greg",
"firstName": "Greg",
"lastName": "Jacobson",
"email": ""
}
],
"leaders": [
{
"id": 10,
"username": "hank",
"firstName": "Hank",
"lastName": "Hill",
"email": ""
},
{
"id": 13,
"username": "henry",
"firstName": "Henry",
"lastName": "Catoire",
"email": ""
},
{
"id": 36,
"username": "hugo",
"firstName": "Hugo",
"lastName": "Valdez",
"email": ""
}
],
"facilitators": [
{
"id": 52,
"username": "erica",
"firstName": "Erica",
"lastName": "Laine",
"email": ""
}
],
"participants": [
{
"id": 56,
"username": "gabrielle",
"firstName": "Gabrielle",
"lastName": "Afrom",
"email": ""
}
],
"responsibleLocations": [
{
"id": 2,
"name": "Austin"
}
],
"createDate": "2019-04-29T16:30:40.000+0000",
"startDate": "2019-04-29T16:32:34.000+0000",
"dueDate": "2019-06-12T04:59:59.000+0000",
"lastUpdateDate": "2019-05-21T15:41:02.000+0000",
"private": false
},
{
"templateId": 3,
"templateName": "Project",
"id": 864,
"summary": "Achieve Perfect Score on OSHA Annual Audit",
"link": "https://preview.kainexus.com#link/i/864",
"parentId": 222,
"status": "ACTIVE",
"fields": [
{
"id": 8,
"name": "Purpose",
"value": "We have gotten very close to receiving perfect scores in the past. Making sure that everyone is adhering to standard work and procedures can help us get to that score"
},
{
"id": 326,
"name": "Budget",
"numericValue": 5000
}
],
"attributes": [
{
"id": 1,
"name": "Priority",
"values": [
{
"id": 20,
"name": "Low Effort High Impact"
}
]
},Auth
{
"id": 2,
"name": "Category",
"values": [
{
"id": 12,
"name": "Regulatory Compliance"
}
]
},
{
"id": 3,
"name": "Strategic Initiative",
"values": [
{
"id": 28,
"name": "Safety"
}
]
},
{
"id": 5,
"name": "State",
"values": [
{
"id": 34,
"name": "On Track"
}
]
}
],
"followers": [
{
"id": 4,
"username": "greg",
"firstName": "Greg",
"lastName": "Jacobson",
"email": ""
}
],
"facilitators": [
{
"id": 4,
"username": "greg",
"firstName": "Greg",
"lastName": "Jacobson",
"email": ""
}
],
"responsibleLocations": [
{
"id": 2,
"name": "Austin"
}
],
"createDate": "2019-04-09T05:00:00.000+0000",
"startDate": "2019-04-15T05:00:00.000+0000",
"lastUpdateDate": "2019-05-21T15:42:07.000+0000",
"resolutionTarget": {
"result": "CHANGE",
"impacts": [
{
"typeId": 88,
"typeName": "Cost Avoidance",
"id": 920,
"title": "Cost Avoidance",
"comment": "Math",
"valueType": "RECURRING",
"amount": 2500,
"currencyCode": "USD",
"recurringInterval": "MONTH",
"monthlyValues": [
{
"year": 2019,
"month": 1,
"value": 2500
},
{
"year": 2019,
"month": 3,
"value": 2500
},
{
"year": 2019,
"month": 6,
"value": 2500
},
{
"year": 2019,
"month": 11,
"value": 2500
},
{
"year": 2019,
"month": 8,
"value": 2500
},
{
"year": 2019,
"month": 12,
"value": 2500
},
{
"year": 2019,
"month": 4,
"value": 2500
},
{
"year": 2019,
"month": 9,
"value": 2500
},
{
"year": 2019,
"month": 5,
"value": 2500
},
{
"year": 2019,
"month": 7,
"value": 2500
},
{
"year": 2019,
"month": 10,
"value": 2500
},
{
"year": 2019,
"month": 2,
"value": 2500
}
]
}
]
},
"resolutionForecast": {
"result": "CHANGE",
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