---
title: "Migrating Charts"
slug: "migrating-charts"
updated: 2026-03-05T00:50:40Z
published: 2026-03-05T00:50:40Z
canonical: "docs.preset.io/migrating-charts"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.preset.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Migrating Charts

👤 This documentation is intended for Limited Creators, Secondary Creators, Primary Creators, and Workspace Admins. Check with your Team Admin for additional access.

## Overview

Migrating charts consists of **exporting the charts(s)** from the source [Workspace](/v1/docs/about-workspaces), and then importing them on the destination Workspace. The export process generates a ZIP file that includes the following:

- The selected charts
- The datasets powering the charts
- The databases used on the datasets

There are two ways to migrate charts:

- **Using the Preset UI**
- **Using the Preset API**

> **Annotation Layer**
> 
> Annotation layers will not be migrated with charts / dashboards and will have to be re-created in the destination workspace.

### Migrate Charts through the Preset UI

#### Export process

1. Access the source Workspace.
2. Navigate to **Charts** in the top navigation bar.![](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/image-1660330331559.png)

Here, you'll find a list of all charts on your Workspace.

If you want to export a single chart, hover your mouse over it and click on the **Export Icon** under the **Actions** column.![](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/image-1660330388785.png)

Alternatively, you can export multiple charts at once, by following below steps:

1. Click **BULK SELECT**, on the top right corner.![](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/image-1660331611479.png)
2. Select the charts to be exported.
3. Click **EXPORT.![](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/image-1660330481568.png)**

Both approaches would generate a ZIP file for you to import in the destination Workspace.

#### Import process

1. Access the destination Workspace.
2. Navigate to **Charts** in the top navigation bar. ![](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/image-1660330331559.png)
3. Click on the **Import Icon** at the top right corner.![](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/image-1660330562747.png)
4. Click **SELECT FILE** to upload the ZIP file.![](https://cdn.document360.io/4749ddf8-aa05-4f3f-80e1-07a5d2d0f137/Images/Documentation/image-1660330594709.png)
5. Click **IMPORT.**

Even though the ZIP file from an export includes the database(s) used by the chart(s), for security reasons, the file doesn't include **the password(s) used for the database connection(s)**. In case the database(s) aren't connected to Preset in the destination Workspace yet, you'll be prompted to enter the database password(s) to successfully establish the connection(s).

Separately, in case the chart already exists on the destination Workspace, you'll be prompted to **overwrite** it.

### Migrate Charts Using the Preset API

This process requires access to the Preset API

The Preset API is only available on the [Enterprise Plan](https://preset.io/pricing/?utm_source=Preset-Docs&utm_medium=Referral&utm_campaign=Preset-Docs).

Users can use the **Export Charts endpoint** and the **Import a Chart endpoint** documented on our [API documentation](https://api-docs.preset.io/#1be6d09f-3800-47ba-b149-0f2e09679f77).