Migrate Custom Views
🕐 2 min read
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.
- Use List Custom Views to get your custom views to migrate.
- For each custom view, use Download Custom View to download XML.
- 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.
- Update the workbook, view, and user IDs in the custom view XML with mapping.
- Use Publish Custom View with the transformed XML to publish each custom view to the destination.
- After publishing, use Set Custom View as Default for Users to set the users’ default view preferences.