Export Data from Happeo

Exporting data from Happeo

While Happeo does not provide a one‑click full‑data export, it offers flexible tools—especially useful for knowledge management, backup processes, or migrating content to other systems. Depending on your needs, you can use APIs or built‑in export functions via the Admin settings.

Use cases

• Content audits and governance: Quickly generate channel or page lists to see who owns what and how things are shared. Ideal for governance reviews or cross-team audits.
• User management & compliance: Export user lists to reconcile with HR data, track license usage, or perform compliance reviews.
• Performance monitoring & strategic insights: Analytics exports help reveal engagement trends, enabling you to support underused channels and pages, or replicate successful strategies in other teams.
• Automation & integration: API exports allow synchronization with external systems—HR or CRM—enabling deeper organizational insights and workflow automation.

1. Choose the right export method

Open APIs (Enterprise only)

For organizations that need structured access to content and user data, Happeo’s open APIs provide programmatic exports in JSON. This makes it possible to automate reporting, feed data into business intelligence tools, or connect Happeo with HR or CRM systems without manual effort.

Note: Available to Enterprise-package users only. For setup and documentation, reach out to your Customer Success Manager (CSM).

Bulk Exports (via Admin Settings)

From the Admin panel, you can export different types of CSVs that give you a snapshot of your intranet’s setup and activity:

• Channels / Pages CSV: Generate a list of existing channels or pages, including owner, sharing status, and visibility. This helps admins quickly review ownership, track how content is distributed, and identify areas that may need restructuring. Learn more.
• User List CSV: Under User Management, admins can export lists of seated or suspended users. The CSV can be cross-referenced with HR records to keep licenses aligned with headcount changes and maintain compliance. Learn more.
• Analytics CSV: Happeo’s Advanced Admin Analytics includes an export option that delivers engagement and usage metrics in CSV format. This allows you to track adoption across teams and spot trends, making it easier to focus communication efforts where they have the most impact. Learn more.

2. How to export: Step-by-step

Export Channels or Pages

1. Click on your avatar from your intranet’s main navigation and select Admin Settings.
2. Select the Channels or Page Groups section.
3. Click Export at the top-right corner to download the listing CSV.
   1. For the Page Groups section: You can choose between the following exports:
      1. Active page groups or pages.
      2. Archived page groups or pages.

Export Users

1. Click on your avatar from your intranet’s main navigation and select Admin Settings.
2. Go to the User Management section.
3. Filter by user type (e.g. seated, suspended).
4. Click Export CSV at the top-right corner to retrieve the user list.

Export Analytics

If you have the Advanced Analytics Package:

1. Click on your avatar from your intranet’s main navigation and select Analytics.
2. In Admin settings, navigate to Advanced Admin Analytics.
3. Click Export CSV at the top-right corner and select the type of data you want to export.