Export Org Vars to CSV for Import Crate

If you’re new to Crates, read through our introductory Crate documentation here. Find the Crate in our Crate Marketplace.

What does the Export Org Vars to CSV for Import Crate do?

Our Export Org Vars to CSV Crate helps in effortlessly managing your organization variables by exporting them into a CSV file, reachable via The Context. The exported CSV is automatically formatted to be compatible with our related import Crate, Mass Update Organization Variables via CSV.

How the Crate works

• Choose the organization whose variables you wish to export.

• The system will extract all relevant organization variables.

• A CSV file is generated in the required format, ready for import via the accompanying Mass Update Organization Variables via CSV Crate.

Workflow breakdown

1. The workflow begins with the BEGIN task, which uses the noop action to initialize the workflow execution.

2. The workflow transitions to the rewst_list_organization_variables task, which executes the List Organization Variables action from Rewst to retrieve all organization variables visible to the current organization using the organization ID.

3. Upon successful completion, the retrieved organization variables are published to the workflow context as org_vars and the workflow moves to the results_of_org_var task.

4. The results_of_org_var task uses the noop action to process and transform the organization variables data into a structured list format, creating a new list called my_list that contains dictionaries with variable name, value, organization ID, and organization name for each variable.

5. The workflow then proceeds to the create_csv task, which uses the noop action to convert the processed list data into CSV format using a Jinja2 template that applies the CSV filter with field names derived from the dictionary keys.

6. Finally, the workflow concludes with the END task, which uses the noop action to mark the completion of the workflow execution, with the CSV data available in the workflow context for output or further processing.

Unpack the Export Org Vars to CSV for Import Crate

1. Navigate to Crates > Crate Marketplace in the left side menu Rewst platform.

2. Search for Export Org Vars to CSV for Import.

   

3. Click on the Crate tile to begin unpacking.

4. Click Unpack Crate.

5. Click Continue.

6. Enter Time Saved under Crate Configuration.

7. Ensure that Enabled is toggled on in the Always Pass accordion menu, under Configure Triggers. Note that you have the option to activate the Crate for all future organizations in addition to the current one. You may also set trigger criteria or integration overrides.

8. Click Unpack.

Use the Crate

1. Navigate to Automations > Workflows in the left side menu of your Rewst platform.

2. Search for [ROC] Organization Variables to CSV.

   
3. Click on the workflow to view it in the Workflow Builder.

4. Click Test in the top right corner of the Workflow Builder Canvas.

5. Select the applicable Trigger Context Organization from the drop-down list.

6. Click Test.

7. Allow the workflow to run.

8. You'll see a green success message at the top of your screen if the execution is successful. You'll see a red failure message if the execution fails.

9. Click View Results.

10. Click Load Context.

11. Click all instances of {...} to expand all context code.

12. Copy the text indicated for CSV.

Troubleshoot the Export Org Vars to CSV for Import Crate

This workflow is meant to run from your parent organization only. If you’re seeing workflow failures for child organizations, disable the trigger for child organizations.

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