Export Project

Configure the ExportProject project action to send project data to external systems via a connector.

Overview

The Export Project action exports the current project to an external system using a configured connector. This is useful for integrating project workflows with ERPs, CRMs, third-party ticketing systems, or any external platform that needs to receive project data.

When this action executes, Omnium calls the specified connector's Export method with the full project object and any configured properties. The result determines whether the workflow continues or stops.

Key behaviours:

  • The export is awaited — the workflow waits for the export to complete before moving to the next action
  • On success, any previous ProjectExportError is cleared from the project
  • On failure with StopOnError: true, a ProjectExportError is added to the project and the workflow is cancelled
  • On failure with StopOnError: false, the result is downgraded to a warning and the workflow continues

Identifier

PropertyValue
KeyExportProject
GroupProject Actions

Configuration

Minimum Required Configuration

At minimum you must specify a connector:

{
  "name": "ExportProject",
  "Connector": "Webhook"
}

All Available Options

PropertyRequiredTypeDescriptionExample
nameYesstringMust be ExportProject"ExportProject"
ConnectorYesstringThe name of the connector to use for the export"Webhook", "AzureStorageQueue"
StopOnErrorNobooleanStop the workflow and flag an error on the project if the export failstrue or false (default: false)
PropertiesNoarrayKey-value pairs passed directly to the connector's export implementationSee below
TranslateKeyNostringTranslation key shown in the UI action log on success"ProjectExported"

Note: ConnectorId is not supported on project actions. Only one connector per type can be used. If you need to route to different queues, use separate connector types or configure the desired connector as the default for that type.

Example Configurations

Export to Azure Storage Queue:

{
  "name": "ExportProject",
  "Connector": "AzureStorageQueue"
}

Critical export — stop workflow on failure:

{
  "name": "ExportProject",
  "Connector": "AzureStorageQueue",
  "StopOnError": true
}

Azure Storage Queue Setup

Omnium supports exporting projects to an Azure Storage Queue. This is the recommended approach for async integrations where a downstream system polls or reacts to queue messages.

Sharing a connector with order/customer exports

If you are already using AzureStorageQueue for exporting orders or customers, you do not need a separate connector. Each exporter reads a different queue name property from the same connector configuration:

ExporterProperty key read
OrdersOrderQueueName
ProjectsProjectQueueName

This means you can add ProjectQueueName to your existing connector and projects will be routed to their own queue automatically, with no other changes required.

Step 1: Configure the Connector in Tenant Settings

If you already have an AzureStorageQueue connector, add ProjectQueueName to its properties:

{
  "Connectors": [
    {
      "Name": "AzureStorageQueue",
      "Type": "integration",
      "ConnectorId": "claim-order",
      "Properties": [
        {
          "Key": "ConnectionString",
          "Value": "DefaultEndpointsProtocol=https;AccountName=yourAccount;AccountKey=YOUR_KEY;EndpointSuffix=core.windows.net"
        },
        {
          "Key": "OrderQueueName",
          "Value": "orders-queue"
        },
        {
          "Key": "ProjectQueueName",
          "Value": "projects-queue"
        }
      ]
    }
  ]
}

If you do not have an existing AzureStorageQueue connector, add the connector with at minimum ConnectionString and ProjectQueueName.

Step 2: Configure the Project Action

In your project type status workflow:

{
  "name": "ExportProject",
  "Connector": "AzureStorageQueue",
  "StopOnError": true
}

Note: Project actions select the connector by name only. ConnectorId is not supported on project actions, so only one AzureStorageQueue connector can be used at a time.


Export Behaviour

On Success

  • Action status is set to Success
  • The ProjectExportError error (if previously set) is removed from the project
  • The workflow continues to the next action
  • The TranslateKey (if configured) is shown in the UI action log

On Failure — StopOnError: false (default)

  • Action status is set to Warning
  • The workflow continues to the next action
  • The error reason is recorded in the action result

On Failure — StopOnError: true

  • Action status is set to Error
  • A ProjectExportError error with severity Error is added to the project
  • The workflow is cancelled — no further actions in the current workflow run

Error Handling

ConditionResultContinues Workflow?
Export successfulSuccessYes
Export failed (StopOnError: false)WarningYes
Export failed (StopOnError: true)Error + ProjectExportError on projectNo
Unhandled exceptionErrorNo

Troubleshooting

Export not executing

  1. Confirm "name": "ExportProject" is spelled correctly (case-sensitive)
  2. Verify the connector name matches the connector configured in Tenant Settings
  3. Check the project's workflow log for error details

Export failing

  1. Check the project for a ProjectExportError — the ErrorReason field contains the message from the connector
  2. For Webhook connectors: verify the endpoint URL is reachable and authentication is correct
  3. For Azure queue connectors: verify the connection string and queue/topic name are correct

Workflow stops unexpectedly

Check whether StopOnError: true is set. If the export fails with this setting, the workflow is intentionally cancelled and the project will have a ProjectExportError error attached.