Move data to a new workspace

Bring together data from across multiple workspaces into a single, shared hub for your insights. At this time, projects can be exported from one workspace and re-imported to another. They can be bulk exported if you need to move multiple projects to another workspace, or individually if you only need to move one.

There are a few common reasons why you may need to move projects from one workspace to another.

• You, your team, or individual departments in your organization have set up multiple Dovetail workspaces and want to bring together all data into a single workspace to simplify subscription management.

• You have created a free workspace under your personal account and your organization has upgraded a separate, paid workspace.

For organizations looking to move data and manage a single workspace, make sure you are aware of the benefits and limitations on how to ensure a successful move

• There are benefits to having a single workspace where teams across an organization contribute to a shared knowledge base. Understand the pros and cons of bringing data into a single workspace for all teams to access →

• The workspace you are moving projects into must be on a paid subscription plan and have the appropriate number of paid user seats for them to access the workspace.

• If you are moving projects from multiple workspaces to a single workspace, review any active subscriptions. Where appropriate, plan to cancel any subscriptions you no longer need once all data across to a single workspace.

• If you are an Enterprise customer, please reach out to your Customer Success Manager or Account Executive for additional support in identifying existing workspaces under your organization and recommendation for the parent workspace to centralize data into.

Managers and Contributors can export entire projects as a single .zip file containing each exported project and its data as a series of JSONL files. JSONL is a file type where each line in the file is a JSON object, and each JSONL file represents an object type in Dovetail (e.g., data, insights, highlights, etc.).

• To export one or multiple projects at a time, navigate to the Browse tab and select the project / s or folders that you wish to export.

• Once selected, click ••• and select Export from the bulk action menu at the bottom of the page.

Once the export has been prepared, click the Download button on the prompt to download the .zip file to your device.

For more information on project exports, please visit Download project data →

Managers and Contributors can import Dovetail projects at any time. The workspace you are moving projects into must be on an existing paid subscription plan.

• To do this, navigate to Browse, click New, then Import video, audio, docs.

• From there, select Import existing project and select the .zip file that was exported previously.

When importing projects into a new workspace, there will be two versions of the same project – one living in the new workspace and the other living in the retired workspace. Data in the retired workspace will exist for 30 days after the subscription has ended. After this period, the data will be deleted according to Dovetail’s data retention policy.

• Learn how to effectively manage a single insights hub for your organization – Once all data is in the unified Dovetail workspace, complete our Managing your insights hub and Enabling your team course respectively in Dovetail Academy. These courses will take you through how to effectively implement a secure and compliant workspace as well as onboard new starters, organize work across teams, and standardize processes.

• Create a schedule for maintenance – Appoint one person or a small team to be admins or managers to help users with questions, audit tags, bring project stakeholders together periodically to evaluate workspace structure, and knowledge requests from external stakeholders.

• Train the team – Train users on standards within the new workspace. Show stakeholders how to effectively search for questions they may have and get them subscribed to relevant feeds.