How to transfer existing Funnel Projects/ideas to Automation Hub

Hi Team,
We are an internal idea capturing tools where we have an existing Funnel where Automation Ideas are already saved. Now we are migrating to the Automation hub, do we have an easy approach to migrate existing projects to the Automation hub in a single click?


Hello @sishiramishra!

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Cheers from your friendly

I had the same issue.
There is no CSV upload or anything like that.
I used the API to upload Idea’s from our excel sheet and asked the users to add documentation.


Hello @sishiramishra,

We recommend using the Open API.
Please check the documentation, as well as this webinar around the topic.

Kind regards,

1 Like

@Iulia_Istrate, issue with Open API, it only considers overview page. We don’t have options to update Assessment details.

@sishiramishra: if you already have the detailed assessment, then use directly POST CoE-driven idea, which focuses specifically on those details. Why the need for the high level assessment, if your funnel contains already the detailed assessment info?