XLSX Item Export API

An XLSX Item Export API can be used to export Items from KaiNexus in the XLSX format.

REQUIRED: Your organization must have the API Module enabled to perform the actions mentioned in this article. Reach out to your Customer Success Manager if you're interested in this module.

An Item Export API call will export the information for all Items in an Item List Card. This helps you take information stored in KaiNexus and export it to other software platforms.

Customers use an Item Export API when they are planning to connect to a project management system for higher-capacity strategic projects. Any idea that needs advanced project management features gets exported, and when it's completed, the resolution will be updated in KaiNexus.

We strongly recommend using the JSON Item Export API instead of the XLSX Item Export API. To learn about the JSON Item Export API, check out this support article.

How does it work?

KaiNexus provides an endpoint where you can access Item information. To make a call, you will need an API Key and an API tool.

Pro Tip: We recommend using Postman for your API calls. It's easy to use and works well with KaiNexus API.

Authentication

API Keys are used for authenticating calls to KaiNexus API. Check out this article for instructions on how you can find your organization's API Keys and copy them to your clipboard.

If you are using Postman, select Basic Auth as the Authorization Type.

Enter "api" as the username.
Enter the API Key as the password.

Make sure your API Key has been granted the necessary permission to "view" any Items you want to export. For an API to be able to export all Items in KaiNexus, the View, View New, and View Private permissions need to be granted and set to "Everywhere" for all Workflows. Check out this support article for more information on each of these permissions.

Exporting Items

After authentication, you can make your first XLSX Item Export API call.

To learn about exporting Charts with an XLSX Chart Export API, check out this support article instead.

To export a specific Item List Card in XLSX format, execute a GET request to this URL:

https://api.kainexus.com/api/public/v1/excel/itemList?id=XXXXX

Replace "xxxxx" with the Item List Card's ID.
You can find an Item List Card's ID by hovering over the Card's header. A tooltip will appear that shows the Card's ID.

An Item List Card. The Card's tooltip is visible and an arrow is pointing to the Card's ID.

If the Card includes fewer than 20,000 Items, this call will retrieve a list of all its Items in XLSX format.
If the Card includes more than 20,000 Items, this call will retrieve a list of its first 20,000 Items.

Helpful Tips

In XLSX format, there are separate worksheets for each Template that will contain a list of all Items of that Template Type.
Each Template will also have separate worksheets for its Items' Impacts, Impact Attributes, Impact Custom Schedules, Investments, Investment Custom Schedules, Investment Attributes, Milestones, and AdHoc Fields.

If no Items of a given Template require one of these worksheets, that worksheet will be excluded from the XLSX document for that Template.

Mapping data between XSLX and JSON format

The tables below provide information on how data in XSLX format maps to JSON format.

Top Level Worksheet

The top-level worksheet of your XLSX export contains basic information about the Items.

Top Level Worksheet	XLSX Location	JSON Location	Additional Note
Template Name	Worksheet Name	templateName	In the XLSX workbook, each Template type is 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.
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 is named using the name of the field and each cell contains 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 is named using the name of each attribute and each cell contains a comma-delimited 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 the 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 are populated in a comma-delimited cell with the username and email address of the user. In JSON, users are represented by an array of objects containing their ID, username, first and last name, and email. Multi-user fields 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 are populated in a comma-delimited cell with the name of the Location. In JSON, locations are represented by an array of objects containing their ID and name.
Originating Location(s)	Column: Originating Location(s)	originatingLocations
Responsible Location(s)	Column: Responsible Location(s)	responsibleLocations
Created Date	Column: Created Date	createDate
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

The Impact/Investment worksheet will be included in your XLSX export if any Items have Impacts or Investments logged in the Items' Resolution.

Impact/Investment Worksheet	XLSX Location	JSON Location	Additional Note
Item ID	Column: ID	N/A
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
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
Range Start	Range Start	resolutionX.impacts[x].rangeStart
Range End	Range End	resolutionX.impacts[x].rangeEnd
Unit Value/Rate	Unit Value/Rate	resolutionX.impacts[x].unitValueRate
Calculated Value	Calculated Value	resolutionX.impacts[x].calculatedValue
Classification	Classification	resolutionX.impacts[x].classification	One of: MINOR, MODERATE, SIGNIFICANT
Type	Column: Type	N/A	In XLSX, the Impact/Investment worksheet contains a type column (ACTUAL, TARGET, FORECAST) that indicates if the impact/investment corresponds to the Actual, Target, or Forecast resolution, respectively. In JSON, these 3 different types of resolution are defined separately as resolutionActual, resolutionTarget, resolutionForecast and the impacts corresponding to each are nested below them.
Location	Column: Location	resolutionX.impacts[x].locations	In XLSX, locations are populated in a comma-delimited cell with the name of the Location. In JSON, locations are represented by an array of objects containing their ID and name.

Custom Impact Schedule Worksheet

The Custom Impact Schedule worksheet will be included in your XLSX export if any Items have Impacts logged as a Custom Schedule.

Custom Impact Schedule Worksheet	XLSX Location	JSON Location	Additional Note
Impact ID	Column: Impact Id	N/A
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 containing the year, month, and value.
January-December		resolutionX.impacts[x] . monthlyValues[x].month

Milestone Worksheet

The Milestone worksheet will be included in your XLSX export if any Item contains Milestones.

Milestone Worksheet	XLSX Location	JSON Location	Additional Note
Item ID	Column: ID	N/A
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	In XLSX, users are populated in a comma-delimited cell with the username and email address of the user. In JSON, users are represented by an array of objects containing their ID, username, first and last name, and email.