Migrate Custom Views

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To migrate custom views, we have included two new API methods: Download Custom View and Publish Custom View. Perform the following tasks to migrate your custom views.

  1. Use List Custom Views to get your custom views to migrate.
  2. For each custom view, use Download Custom View to download XML.
  3. For each custom view, use List Users with Custom View as Default to get the users that use the custom view as their default view.
  4. Update the workbook, view, and user IDs in the custom view XML with mapping.
  5. Use Publish Custom View with the transformed XML to publish each custom view to the destination.
  6. After publishing, use Set Custom View as Default for Users to set the users’ default view preferences.