How to transfer existing Funnel Projects/ideas to Automation Hub

Help Automation Hub
1

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?

Regards,
Sishira

2

Hello @sishiramishra!

It seems that you have trouble getting an answer to your question in the first 24 hours.
Let us give you a few hints and helpful links.

First, make sure you browsed through our Forum FAQ Beginner’s Guide. It will teach you what should be included in your topic.

You can check out some of our resources directly, see below:

  1. Always search first. It is the best way to quickly find your answer. Check out the image icon for that.
    Clicking the options button will let you set more specific topic search filters, i.e. only the ones with a solution.

  2. Topic that contains most common solutions with example project files can be found here.

  3. Read our official documentation where you can find a lot of information and instructions about each of our products:

  4. Watch the videos on our official YouTube channel for more visual tutorials.

  5. Meet us and our users on our Community Slack and ask your question there.

Hopefully this will let you easily find the solution/information you need. Once you have it, we would be happy if you could share your findings here and mark it as a solution. This will help other users find it in the future.

Thank you for helping us build our UiPath Community!

Cheers from your friendly
Forum_Staff

3

Hi,
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.

Shahar

4

Hello @sishiramishra,

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

Kind regards,
Iulia

1 Like
5

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

6

@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?