LeanIX import

Caplo can import LeanIX workspaces from a full snapshot export. LeanIX imports are currently done by Caplo, not as a self-serve upload in the product.

That is intentional: the LeanIX data model does not map one-to-one onto Caplo. Fact sheet types, fields, and relations need careful choices so the result stays useful in Caplo's metamodel, repository, diagrams, and reports. Caplo helps choose the best practical mapping for your workspace.

What to export

LeanIX customers most often export their workspace as a multi-sheet Excel workbook using Administration → Export → Full Snapshot.

Snapshot layout

A typical full snapshot workbook contains:

Sheet kind	Examples	Contents
Fact sheet sheets	Application, BusinessCapability, Process, DataObject, …	One sheet per fact sheet type. Row 0 holds field keys, row 1 holds labels, then one row per fact sheet.
Relation sheets	childParentRelation, applicationProcessRelation, …	One sheet per relation type, linking fact sheets by name and type.
Types	Enum vocabulary for select-style fields	Optional option lists keyed by fact sheet type and field.
Meta sheets	ReadMe, TagGroups, Tags, Documents, Comments	Export metadata and content Caplo does not import today.

What Caplo imports

Caplo maps LeanIX fact sheets to Caplo entity types, fields to Caplo properties where useful, and relations to Caplo relation types. Tags, tag groups, documents, comments, and subscriptions are skipped for now.

How to get a LeanIX import

1. Export a Full Snapshot from LeanIX (Administration → Export → Full Snapshot).
2. Contact Caplo with the workbook and the target Caplo workspace.
3. Caplo reviews the export, agrees a mapping with you where needed, and loads the data.
4. After import, review entities and relations in Caplo and clean up anything that should differ for your metamodel.

If you are evaluating a move from LeanIX, share a snapshot early. Mapping quality is much better when Caplo can see the real fact sheet types and relation inventory in your export.