How to export assets

Atlan enables you to export all your assets or a filtered subset of assets to spreadsheets. Atlan currently supports exporting assets to:

  • Google Sheets
  • Microsoft Excel online

Once your Atlan admin has integrated a supported tool, you will be able to export your assets and asset metadata to spreadsheets. Your existing permissions and access policies in Atlan will determine whether you can export assets, but at a minimum you'll require read permission on the assets you want to export.

For example, you can:

  • Export a list of assets that need enrichment and share the spreadsheet widely to crowdsource documentation.
  • Export your business glossary and bring everyone up to speed on commonly used terminology across the organization.
πŸ’ͺ Did you know? Atlan currently limits the total number of assets you can export to 150,000 rows. Reach out to your customer success manager if you’d like to increase the limit for your organization.

Supported assets for export

You can export assets from the following tabs:

Assets tab

Glossary tab

Reporting tab

Enable asset export

πŸ€“ Who can do this? You will need to be an admin user in Atlan to integrate a supported tool β€” Google Sheets and Microsoft Excel β€” and enable your users to export assets. For Atlan admins, you do not have to set the following permissions manually. You can simply sign in to your Google or Microsoft account while integrating the supported tool, which in turn will automatically set the permissions and grant appropriate access to your users.

The export icon or button will only be visible if your Atlan admin has integrated a supported tool. If you cannot see the export icon or button, reach out to your Atlan admin to integrate Google Sheets or Microsoft Excel.

Atlan uses the following permissions to integrate supported tools:

  • Google Sheets:
    • https://www.googleapis.com/auth/drive.file β€” allows the app to see, edit, create, and delete only specific Google Drive files used with the Google Sheets app. This enables Atlan to create and update spreadsheets with exported assets. Refer to Google documentation.
  • Microsoft Excel:
    • User.Read β€” allows users to sign in to the app, and allows the app to read the profile of signed-in users. This enables Atlan to authenticate the user. Atlan only supports authenticating with an organizational account. Refer to Microsoft documentation.
    • Files.ReadWrite β€” allows the app to read, create, update, and delete the signed-in user's OneDrive files. This enables Atlan to create and update spreadsheets with exported assets. Note that access is restricted to the signed-in user's files β€” Atlan does not access any shared files. Refer to Microsoft documentation.
πŸ’ͺ Did you know? For Microsoft users, if your global administrator has enabled the admin consent workflow, you will be prompted to request admin approval while attempting to integrate Microsoft Excel. Reach out to your admin to approve the admin consent request from the Microsoft Entra admin center. Additionally, if there is any expiry date set for such requests, ensure that the request is approved within that period of time, otherwise you will need to request approval again.

 

To integrate a supported tool for exporting assets:

  1. From the left menu of any screen, click Admin.
  2. Under the Workspace heading, click Integrations.
  3. To connect Atlan to a supported tool for exporting assets:
    • In the Google Sheets tile, click the Connect button. A sign-in dialog will appear and you will be redirected to sign in with your Google account. From the corresponding screen, click Allow to integrate Atlan with Google Sheets.
    • In the Microsoft Excel title, click the Connect button. A sign-in dialog will appear and you will be redirected to sign in with your Microsoft account to integrate Atlan with Microsoft Excel.

Your users can now export assets from Atlan! πŸŽ‰

Export assets

πŸ€“ Who can do this? Once an Atlan admin has integrated a supported tool, any admin, member, or guest user in Atlan with read permission on assets can export assets to spreadsheets.
🚨 Careful! Atlan recommends that you avoid exporting assets during workflow runs. Exporting assets while you have workflows running in the background may lead to duplicate assets on the spreadsheet.

Atlan allows you to export your assets to spreadsheets and view asset metadata in bulk.

At a tenant level, Atlan supports running five exports concurrently for each supported tool. If both Google Sheets and Microsoft Excel have been integrated, a total of 10 concurrent exports is supported. At an individual user level, only one export is allowed for each supported tool at a time, the rest will be auto-queued for execution.

 

To export your assets:

  1. From the left menu of any screen in Atlan, click Assets.
  2. To export assets, in the Assets page, you can either:
    • Next to the search bar, click the 3-dot icon and then click Export to export all assets.
    • Apply any filters, click the 3-dot icon, and then click Export to export a list of filtered assets.
  3. The Export dialog displays a total count of assets available for export:
    • Click Google Sheets to export your assets to a Google Sheets spreadsheet.
    • Click Microsoft Excel to export your assets to a Microsoft Excel spreadsheet.
  4. A sign-in dialog will appear and you will be redirected to sign in with your Google or Microsoft account. From the corresponding screen, click Allow to connect to Google Sheets or Microsoft Excel.
  5. To track the progress of the export, you can either:
    • In the Export in progress popup, click Open Sheets or Open Excel to navigate to the spreadsheet. The Queued status will change to Success once assets have been exported.
    • Click the 3-dot icon and then click Export to view asset export in progress, along with an estimated time of completion. (Optional) To cancel the export, hover over In queue and click the Stop button.
  6. On the spreadsheet, you will be able to view the following details and asset metadata:
    • Status β€” export status and total count of assets exported
    • Title β€” asset name and link
    • Type β€” asset type
    • Connector β€” name of supported source
    • Created By and Created At β€” username for user who created the asset and when it was created, only applicable to glossary exports 
    • Description β€” asset description, if any
    • Owner Users and Owner Groups β€” asset owners, if any
    • Certification Status and Certification Message β€” certification status of asset, if any
    • Announcement Type, Announcement Title, and Announcement Message β€” announcements on assets, if any
    • Tags and Propagated Tags β€” tags directly attached or propagated to an asset, if any
    • Terms β€” linked assets
    • Qualified Name β€” fully qualified name of the asset
    • GUID β€” globally unique identifier of the asset
  7. (Optional) To view your asset export history, click the 3-dot icon and then click Export. From the Export dialog, expand the History dropdown to view your last 10 exports. Note that only you can currently view your own export history.

That's it, you've successfully exported your assets from Atlan! πŸŽ‰

🚨 Careful! Atlan currently does not support updating asset metadata in the spreadsheet and syncing exported assets back to Atlan.

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