## Export Assets URL: https://docs.atlan.com/product/integrations/collaboration/spreadsheets/how-tos/export-assets > :::warning Who can do this? Before you can export assets to spreadsheets, you will first need your Atlan admin to [enable asset export](enable-asset-export). :::warning Who can do this? Before you can export assets to spreadsheets, you will first need your Atlan admin to [enable asset export](#enable-asset-export). ::: Atlan enables you to export all your assets or a [filtered subset of assets](https://docs.atlan.com/llms/catalog/discovery/use-the-filters-menu/llms.txt) to spreadsheets. Atlan currently supports exporting assets to: - Google Sheets - Microsoft Excel online Once your [Atlan admin](https://docs.atlan.com/llms/governance/access-control/delegate-administration/llms.txt) has integrated a supported tool, you can export your assets and asset metadata to spreadsheets. Your existing [permissions](https://docs.atlan.com/llms/governance/access-control/delegate-administration/llms.txt) and [access policies](https://docs.atlan.com/llms/governance/access-control/what-are-purposes/llms.txt) in Atlan 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. To export impacted assets, see [How to download and export lineage](https://docs.atlan.com/llms/catalog/lineage/download-and-export-lineage/llms.txt). :::info **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 - All assets - [Filtered subset of assets](https://docs.atlan.com/llms/catalog/discovery/use-the-filters-menu/llms.txt) - Child assets such as columns or fields from the [parent asset profile](https://docs.atlan.com/llms/catalog/discovery/what-are-asset-profiles/llms.txt) ### Business Graph tab - [Business Graph profile](https://docs.atlan.com/llms/governance/glossary/set-up-glossaries/llms.txt) - all categories and terms within a glossary - [Category profile](https://docs.atlan.com/llms/governance/glossary/set-up-glossaries/llms.txt) - all direct subcategories and terms within a category - [Term profile](https://docs.atlan.com/llms/governance/glossary/set-up-glossaries/llms.txt) - [linked assets for terms](https://docs.atlan.com/llms/governance/glossary/link-terms-to-assets/llms.txt) from the _Linked Assets_ tab ### Reporting tab - [_Assets_ dashboard](https://docs.atlan.com/llms/catalog/reporting/how-to-report-on-assets/llms.txt) - [total assets](https://docs.atlan.com/llms/catalog/reporting/how-to-report-on-assets/llms.txt), archived assets, assets by certificates, SQL assets, [assets without enrichment](https://docs.atlan.com/llms/catalog/reporting/how-to-report-on-assets/llms.txt), [assets with lineage](https://docs.atlan.com/llms/catalog/reporting/how-to-report-on-assets/llms.txt), and assets with announcements - [_Glossary_ dashboard](https://docs.atlan.com/llms/catalog/reporting/report-on-glossaries/llms.txt) - [linked assets for terms](https://docs.atlan.com/llms/catalog/reporting/report-on-glossaries/llms.txt) - [_Insights_ dashboard](https://docs.atlan.com/llms/catalog/reporting/report-on-queries/llms.txt) - [query assets with certificate](https://docs.atlan.com/llms/catalog/reporting/report-on-queries/llms.txt) - [_Usage & Cost_ dashboard](https://docs.atlan.com/llms/catalog/reporting/report-on-usage-and-cost/llms.txt) - [suggested assets for deprecation](https://docs.atlan.com/llms/catalog/reporting/report-on-usage-and-cost/llms.txt) ## Enable asset export :::warning Who can do this? You need to be an [admin user](https://docs.atlan.com/llms/governance/access-control/delegate-administration/llms.txt) in Atlan to integrate a supported tool - Google Sheets and Microsoft Excel - and enable your users to export assets. For Atlan admins, you don't 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 automatically sets the permissions and grants appropriate access to your users. ::: The export icon or button appears only if your Atlan admin has integrated a supported tool. If you can't 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` - 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](https://developers.google.com/drive/api/guides/api-specific-auth). - Microsoft Excel: - `Files.ReadWrite` - 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 - Atlan doesn't access any shared files. Refer to [Microsoft documentation](https://learn.microsoft.com/en-us/graph/permissions-reference#filesreadwrite). - `offline_access` - allows the app to access resources on behalf of the users, even when users aren't currently using the app. Refer to [Microsoft documentation](https://learn.microsoft.com/en-us/graph/permissions-reference#offline_access). - `User.Read` - 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](https://learn.microsoft.com/en-us/graph/permissions-reference#userread). :::info **Did you know?** For Microsoft users, if your global administrator has enabled the [admin consent workflow](https://learn.microsoft.com/en-us/entra/identity/enterprise-apps/configure-admin-consent-workflow), you're prompted to request admin approval while attempting to integrate Microsoft Excel. Reach out to your admin to [approve the admin consent request](https://learn.microsoft.com/en-us/entra/identity/enterprise-apps/review-admin-consent-requests#review-and-take-action-on-admin-consent-requests) from the Microsoft Entra admin center. Additionally, if there's any [expiry date](https://learn.microsoft.com/en-us/entra/identity/enterprise-apps/configure-admin-consent-workflow#enable-the-admin-consent-workflow) set for such requests, ensure that the request is approved within that period of time, otherwise you need to request approval again. ::: :::info **Microsoft OneDrive requirement** For Microsoft Excel exports to work, each exporting user must have an active M365 license that includes OneDrive with personal site provisioning. Atlan uses the `Files.ReadWrite` permission to create the exported spreadsheet in the user's OneDrive. If an export fails with a 400 error, ask your Microsoft admin to verify that the user's M365 license includes OneDrive and that the user's OneDrive personal site has been provisioned in the [Microsoft 365 admin center](https://admin.microsoft.com). ::: To integrate a supported tool for exporting assets: 1. In your Atlan workspace, click **Settings** from the left menu. If you are using the **Old UI (Classic)**, from the left menu, click **Admin**. 2. 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 appears and you're 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 appears and you're redirected to sign in with your Microsoft account to integrate Atlan with Microsoft Excel. Your users can now export assets from Atlan! 🎉 ## Export assets :::warning Who can do this? Once an Atlan admin has integrated a supported tool, any [admin, member, or guest user](https://docs.atlan.com/llms/governance/access-control/delegate-administration/llms.txt) in Atlan with read permission on assets can export assets to spreadsheets. ::: :::warning 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 are auto-queued for execution. To export your assets: 1. From the left menu of any screen in Atlan, click **all assets**. If you are using the **Old UI (Classic)**, 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](https://docs.atlan.com/llms/catalog/discovery/use-the-filters-menu/llms.txt), 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 appears and you're 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 changes 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 can view the following details and asset metadata: - _Status_ - export status and total count of assets exported - _Title_ - asset name and link - _Type_ - asset type - _Connector_ - name of [supported source](https://docs.atlan.com/llms/catalog/connector-capabilities/supported-sources/llms.txt) - _Business Name (Alias)_ - business-oriented [alias](https://docs.atlan.com/llms/catalog/discovery/add-an-alias/llms.txt) of assets, if any - _Created By_ and _Created At_ - username for user who created the asset and when it was created, only applicable to glossary exports - _Description_ - [asset description](https://docs.atlan.com/llms/catalog/discovery/add-descriptions/llms.txt), if any - _Owner Users_ and _Owner Groups_ - [asset owners](https://docs.atlan.com/llms/catalog/discovery/add-owners/llms.txt), if any - _Certification Status_ and _Certification Message_ - [certification status of asset](https://docs.atlan.com/llms/catalog/discovery/add-certificates/llms.txt), if any - _Announcement Type_, _Announcement Title_, and _Announcement Message_ - [announcements on assets](https://docs.atlan.com/llms/governance/integrations/create-announcements/llms.txt), if any - _Tags_ and _Propagated Tags_ - [tags](https://docs.atlan.com/llms/governance/tags/attach-a-tag/llms.txt) directly attached or [propagated](https://docs.atlan.com/llms/governance/faq/tags-and-metadata-management/llms.txt) to an asset, if any - _Terms_ - [linked assets](https://docs.atlan.com/llms/governance/glossary/link-terms-to-assets/llms.txt) - _Qualified Name_ - fully qualified name of the asset - _GUID_ - globally unique identifier of the asset - _Custom Metadata_ - [customized metadata](https://docs.atlan.com/llms/governance/custom-metadata/what-is-custom-metadata/llms.txt) with organizational context, if any 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! 🎉 ## Update metadata in spreadsheets and sync to Atlan Once you've exported your assets, you can use the Atlan extension for spreadsheets to update metadata for exported assets and sync your updates to Atlan. Atlan currently supports updating metadata and syncing updates for Google Sheets and Microsoft Excel. #### Google Sheets #### Microsoft Excel ### Update metadata :::warning Who can do this? Any [non-guest user with edit access to an asset's metadata](https://docs.atlan.com/llms/governance/access-control/delegate-administration/llms.txt) can update metadata for exported assets and sync changes to Atlan. This only includes admin and member users. ::: Atlan also recommends noting the following while updating metadata: - If asset import from Atlan to a spreadsheet is in progress, avoid making any updates until the import is completed. - You can't make any changes to columns marked read-only or grayed out. Any changes to those columns aren't synced to Atlan and you receive an error message. - You can remove or change the order of assets in the spreadsheet, but you can't add or replace it with an entirely new set of assets. - You can't add extra columns to the spreadsheet - sync to Atlan fails. - Avoid having any empty rows between assets. - Although you can make changes in the spreadsheet while a sync is in progress, avoid starting a new sync until the current one has ended. - You can easily collaborate with other users on the spreadsheet. However, sync to Atlan is only recorded for the username that initiated the sync. - Atlan uses hidden sheets to create a snapshot of the changes you've made. Refrain from making any changes in the hidden sheets. To update metadata for exported assets in a spreadsheet: 1. Install the Atlan extension for: - [Google Sheets](https://docs.atlan.com/llms/governance/integrations/integrate-atlan-with-google-sheets/llms.txt) - [Microsoft Excel](https://docs.atlan.com/llms/governance/integrations/integrate-atlan-with-microsoft-excel/llms.txt) 2. Connect your Atlan instance to: - [Google Sheets](https://docs.atlan.com/llms/governance/integrations/integrate-atlan-with-google-sheets/llms.txt) - [Microsoft Excel](https://docs.atlan.com/llms/governance/integrations/integrate-atlan-with-microsoft-excel/llms.txt) 3. To update metadata for your exported assets: - You can only make changes to the metadata in the following columns: - [_Business Name (Alias)_](https://docs.atlan.com/llms/catalog/discovery/add-an-alias/llms.txt) - [_Description_](https://docs.atlan.com/llms/catalog/discovery/add-descriptions/llms.txt) - [_Owner Users_](https://docs.atlan.com/llms/catalog/discovery/add-owners/llms.txt) and [_Owner Groups_](https://docs.atlan.com/llms/catalog/discovery/add-owners/llms.txt) - when adding an owner user or group, they must already exist in Atlan; name match is case-sensitive, format the value exactly as it exists in Atlan; and you can add multiple owners or groups as comma-separated values. - [_Certification Status_](https://docs.atlan.com/llms/catalog/discovery/add-certificates/llms.txt) - select valid values from the dropdown. - _Certification Message_ - [_Announcement Type_](https://docs.atlan.com/llms/governance/integrations/create-announcements/llms.txt) - select valid values from the dropdown. - _Announcement Title_ - _Announcement Message_ - _[Tags](https://docs.atlan.com/llms/governance/tags/attach-a-tag/llms.txt)_ - when adding a tag, it must already exist in Atlan; name match is case-sensitive, format the value exactly as it exists in Atlan; and you can add multiple tags as comma-separated values. - [_Terms_](https://docs.atlan.com/llms/governance/glossary/link-terms-to-assets/llms.txt) - when adding a term, it must already exist in Atlan; name match is case-sensitive, format the value exactly as it exists in Atlan; and you can add multiple terms as comma-separated values. - [_Custom Metadata_](https://docs.atlan.com/llms/catalog/discovery/add-custom-metadata/llms.txt) - enter custom metadata values for any properties you want to enrich based on the description and expected data type and format. Atlan uses two placeholder values, _N/A_ indicates that the custom metadata property isn't applicable on a specific asset and _Not Permitted_ indicates that the user lacks permission to make metadata updates. Atlan recommends that you don't make any changes to these values. Neither of these values is synced to Atlan. Additionally, Atlan currently only allows you to select a single value for _Options_ data type when updating from spreadsheets. - You **can't** make the following changes: - Edit headers for any of the columns. - Edit the metadata in the following columns: - _Title_ - _Type_ - _Connector_, _Glossary_ and _Categories_ - _Propagated Tags_ - _Qualified Name_ - _GUID _ - _Created By_ and _Created At_ - Delete any columns or rows. :::warning Any of these changes aren't pushed to Atlan and you receive an error message. ::: ### Sync to Atlan :::warning If you don't have the [permissions](https://docs.atlan.com/llms/governance/access-control/delegate-administration/llms.txt) to update asset metadata in Atlan, your changes aren't pushed to Atlan and a request isn't created for approval - even if you receive a success message in the spreadsheet. Ensure that you have the requisite permissions to update an asset before syncing your changes. Your user permissions are used to determine the bulk updates you can make to ensure that there's no adverse impact on assets beyond your scope of access. ::: To sync your metadata updates to Atlan: 1. To sync your metadata updates: - For Google Sheets, in the menu bar of your Google Sheets spreadsheet, click **Extensions**. From the dropdown menu, click **Atlan** and then click **Sync to Atlan**. - For Microsoft Excel, in the menu bar of your Microsoft Excel workbook, click **Atlan**. From the _Atlan_ tab, click **Sync to Atlan**. :::warning Atlan recommends that you don't change the name of your Microsoft Excel workbook if you want to sync metadata updates to Atlan, the sync fails otherwise. Additionally, Microsoft Excel may take longer to autosave changes on the workbook. If you notice that zero changes were detected, retry syncing after a few seconds. ::: 2. Once the changes have synced, the Atlan sidebar indicates completion of the sync. 3. (Optional) At the bottom of the spreadsheet, switch to the **Sync-Logs** tab to view a record of your changes: - View all changes synced to Atlan - the latest sync details are displayed at the top of the spreadsheet. - Changes are displayed on an asset level. For example, even if you have updated three attributes for an asset, it's recorded as one change per asset. - View the status of each update - _Synced_ or _Failed_. For _Failed_, Atlan displays a failure message: - _Invalid value_ - for unsupported values. - _Unauthorized_ - you don't have the permissions to update asset metadata. - _Not synced due to conflict_ - if any attributes were updated in Atlan since the assets were last exported, Atlan signals a conflict. In that case, you need to export your assets once again with the latest changes to proceed. - If the error message doesn't match any of the above options, [reach out to Atlan support](https://docs.atlan.com/support/submit-request). - Click any asset to verify the changes directly in Atlan. - In Atlan, when viewing the activity log: - An _Updated via Google Sheets_ stamp appears in the [activity log](https://docs.atlan.com/llms/catalog/discovery/faq/llms.txt) for updated assets. Click the **Google Sheets** link to view the source spreadsheet from Atlan. - An _Updated via Microsoft Excel_ stamp appears in the [activity log](https://docs.atlan.com/llms/catalog/discovery/faq/llms.txt) for updated assets. Click the **Excel** link to view the source spreadsheet from Atlan. ---