LeanIX - Product Documentation

Welcome to the LeanIX Product Documentation. Here you will find all the basic information you need to start working with LeanIX. Besides that, we provide well-structured information on how to get more out of LeanIX, best-practices, and use-case specific guidelines. Feel free to spread this product documentation in your company and use it as a common information source to answer your colleagues’ most urgent questions.

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Import & Export your Data

Importing & Exporting your data often gives you a shortcut on adding or editing bulk information within your workspace. This shows you how to export and import data to create, edit or delete information or whole Fact Sheets.

Export

New in Pathfinder: The XLS export now allows to select the columns you want to export explicitly. In the Inventory, use the Button on the top right to switch to the table view.

Information:

We changed the export in Pathfinder. While in previous versions, all columns were exported, now you have to select the columns you require first, and only then do the export.

The column selector on the right-hand side now lets you choose exactly what columns to display. When clicking "Action" on the top-right, you'll find the option to Export the selected Fact Sheets and Columns.

Information:

You can choose between an XLSX or PDF/PNG export.

Import

To import any Excel-Sheet, just go to the Inventory and choose "Import" on the top right. A dialogue opens and indicates that you can do the following actions:

  • Update: If the ID of a Fact Sheet is given, all changes in the Excel-File are treated as updates
  • Create: In case no ID is given, LeanIX will create a new Fact Sheet
  • Delete: In case a column action is given with a string "delete" (see below), LeanIX will delete the Fact Sheet

It is good practice to start with an Export (see above) to have the correct header information. The id and type columns need to be there in any case. For all three actions, you have a test mode available which won't change any data but gives you feedback on your input file. Further, as indicated in screenshot, the opportunity to download the import result exists.

Information:

In order to improve predictability, we improved the way the import is working with Pathfinder. Now, if there is a single error in the imported data, no data is written at all, even for rows where there is no error. Make sure to correct all errors to successfully execute an import.

Import Examples

Create a new Fact Sheet

Delete a Fact Sheet

Only the first Fact Sheet will be deleted - all other Fact Sheets will be updated (if there is any change).

Common caveats and how to address them

  • Hierarchy cannot be imported: Check if the level of hierarchies is set appropriately (go to Administration - Configuration and edit the Fact Sheet Settings for your Fact Sheet)
    Parent cannot be found. When creating hierarchies, you have two options:

    • Use separate upload steps per hierarchy level, e.g. one XLS for Level 1, one XLS for Level 2 and so on. By this, you can always use the Test Mode to check the correctness before importing the data
    • In case you feel confident, sort the rows by hierarchy level in the same XLS.
  • Relation cannot be imported

    • Check that you use the correct display name of the referenced fact sheet
    • In case of 1:n or n:m relations, check that the display names are separated by ";"
  • Tags are not imported

    • For Tag Groups, there are separate columns, with one column "Other Tags" for the remaining tags. Make sure that all Tag Group columns are contained in the import, as the results won't be consistent otherwise
    • If Tags of a certain tag group are not imported, make sure that the tag group is existing (Administration - Tagging)
  • Lifecycles are not imported

    • For Lifecycles, there are separate columns as well. Make sure that all Lifecycle columns are contained in the import.

Information:

We made lifecycle handling more strict in Pathfinder. Two phases cannot start at the same day. Please make sure your import file reflects this.

  • Responsibilities are not imported
    • For Responsibilies, there are separate columns as well. Make sure that all Responsibilities columns are contained in the import, as an error will occur otherwise.

Issues during import

In a very few cases the import of data into LeanIX might be slowed down or not possible. In this case please check whether an SSL inspection is activated in your organizations proxy. When (temporarily) disabling the proxy inspection for the importing process, the import runs in a timely manner again.

Mass Deletion of Data

The import can also be used to delete Fact Sheets. To do so, create an import XLS and add a column “Action” on the right next to the other data of the import file. Next, put a “delete” in each row for the Fact Sheets that shall be deleted.

We recommend making sure that the Fact Sheets have an existing ID and run the import in a test mode first. That will give you an indication of the number of Fact Sheets that will be deleted.

Best Practice Imports

LeanIX offers you a great source of Best Practices. Please have a look at our Posters regarding Business Capabilities and Technology Stack to realize first quick wins enabling the Applications Landscape and IT Component Landscape views.

Best Practices to Define Business Capability Maps

Best Practices to Define Technology Stacks

Information:

Please reach out to your Customer Success Manager or support@leanix.net to get a predefined Excel-File to upload to your Workspace