Export data
There are three ways to export data from Next Matter
If you need to export data from Next Matter to an external tool or file it away, you can use one of the three possible options:
- Download data as CSV file (Data > Workflow data)
- Use Next Matter API and apply the script provided below
- Use an integration step to export data to a 3rd party tool, such as Google Sheets, Redshift, or PostgreSQL
- Custom export - click Contact us (top-right corner), and tell us what you need
Download as CSV
With the CSV file, you can download the workflow metadata and values fetched or provided in the workflow. The exported data are the following:
- ID
- name
- priority
- tags
- deadline
- started time
- completed time
- last updated time (see below to learn what triggers updates)
- aborted time
- lead user
- stage ID
- stage name
- data for each step: activated time, assigned time, completed time, completed by
- additionally for integration steps: integration step error, integration step success, integration step debug errors, analytics info (execution duration), user variables, output summary
If a field doesn’t apply, then its value field is empty.
You can only export data from one workflow per hour.
What affects the Last updated time
Only the following events affect the Last updated time:
- retry step
- assign step
- complete instance
- abort instance
- activate step
Note that updating a deadline or completing a step doesn’t result in the time being updated.
How to download a CSV
Export only selected data
You can’t select the data to export, however, you can do the following to filter out the data in the exported file:
- Download the CSV Export.
- Import the file to Excel. Make sure to import the file and not just open it. imported instead of just opened. See Microsoft documentation for details.
- Delete all columns except for the data you need.
Download with a script
The script downloads data and exports them to a CSV file. The script creates columns for workflow ID, instance ID, instance name, and the names of the form fields to be exported. All the data from the form fields are also exported.
Export using integration steps
You can send workflow input values and workflow metadata such as workflow name, deadline, lead, tags, or start time directly from each workflow.
- You can create a low-code Google Sheets integration and add data as a new row in a table: see Low code Google Sheets
- You can add the data to a PostgreSQL or Amazon Redshift table: see Integrate with PostgreSQL or Integrate with Redshift
- You can create a custom integration step and export data to any 3rd-party tool with REST API.