Export Insights channels and users to BizOps Workspace

This guide shows you how to export your top channels and users from PubNub Insights into BizOps Workspace. BizOps Workspace is the no-code console in the Admin Portal for managing App Context users, channels, and memberships. The export creates App Context records, so this guide applies only to accounts that use App Context.

Prerequisites:

• Full BizOps Workspace access. The Starter plan includes it. On Pro contracts that don't include it yet, BizOps Workspace is view-only. To upgrade, contact PubNub sales.
• App Context. Enable it on your keyset in the Admin Portal.
• Admin Portal roles. Your account needs the BizOps Dashboard Operator and Business Insights Admin Portal roles.

Export channels to BizOps Workspace

Exporting channels sends channels from your Insights Channels dashboard into Channel Management in BizOps Workspace. PubNub Insights ranks the top 20 channels in its Top Channels list. The export uses the channels that sent the most messages in the previous day.

1. Open the Admin Portal and select Insights from the sidebar.
2. Open the Channels dashboard for your keyset.
3. Select Export to BizOps.

Insights creates a channel record for each exported channel in Channel Management. Each imported channel gets:

• Name set to the channel ID from Insights
• type field set to imported
• sent_messages custom field set to the message count at the time of export

The export skips channels that already exist in App Context and doesn't overwrite existing records.

To see the imported channels, open BizOps Workspace and go to Channel Management.

You can also start the same export from BizOps Workspace. In Channel Management, select Import from Insights.

Export users to BizOps Workspace

Exporting users sends users from your Insights Users dashboard into User Management in BizOps Workspace. PubNub Insights ranks the top 20 users in its Top Users list. The export uses the users who published the most messages in the previous day.

1. Open the Admin Portal and select Insights from the sidebar.
2. Open the Users dashboard for your keyset.
3. Select Export to BizOps.

Insights creates a user record for each exported user in User Management. Each imported user gets:

• Name set to the User ID from Insights
• type field set to imported
• sent_messages custom field set to the message count at the time of export

The export skips users that already exist in App Context and doesn't overwrite existing records.

To see the imported users, open BizOps Workspace and go to User Management.

You can also start the same export from BizOps Workspace. In User Management, select Import from Insights.

View channel or user details in BizOps Workspace

You can open a channel or user record in BizOps Workspace directly from the Insights dashboard without running an export first.

To view a channel's details, find it in the Top 20 Channels table on the Channels dashboard and select the arrow next to its name. BizOps Workspace opens that channel's record in Channel Management.

To view a user's details, find them in the Top 20 Users table on the Users dashboard and select the arrow next to their name. BizOps Workspace opens that user's record in User Management.