Export Org Vars to CSV for Import Crate

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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, which is sent to the location of your choice and added to a PSA ticket. 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, selected via form submission, 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.

Crate prerequisites

If you intend to have the CSV attached to a PSA ticket, you must first successfully integrate your PSA with Rewst before unpacking this Crate.

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

Fill out the form to select CSV delivery

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

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

3. Click on the form name.

4. Click View Usages > View Direct URLs.

5. Click on the organization where you'd like to use the form.

6. Choose the Location where the CSV should be sent: Both, PSA, or Email.

7. Choose an existing PSA ticket from the drop-down selector to attach the CSV to.

8. Click Submit. This will begin the generation and sending of the CSV.

For more on how CSVs can be generated with Jinja, see our documentation here.

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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