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Data Sharing between Organisations

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Hi,

Is it possible to share data between two separate organisations in Workiva.

The scenario here is to be able to share a subsidiaries ESG data directly with the Parent company if both are using Workiva for their ESG reporting? 

Thanks

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  • Mike Davis

    Hi Kirk!

    Great question. Sadly, sharing data between two separate organizations in Workiva is currently limited. 

    Workiva allows data sharing across workspaces within the same organization. This includes features like sheet-to-sheet connections and sharing datasets with user groups. However, these connections are restricted to workspaces under the same organizational umbrella. Sharing data between entirely separate organizations (e.g., a subsidiary and a parent company using different Workiva instances) is not natively supported either.
     
    Workaround: If data needs to be shared between organizations, one potential method is exporting and importing Workiva files manually. This involves exporting the file from one organization and importing it into the other organization's workspace.
     
    Let me know if you have any follow-ups here or need anything else.
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  • Lorena Rojas

    Hi Mike Davis,

    I hope you’re doing well.

    Do you have any updates regarding this topic? I’m currently facing the same scenario and would like to confirm whether the previously suggested workaround is still the only option for sharing data between organizations, or if any new approaches are now available to streamline the process.

    Thank you in advance for your support.

    Kind regards,
    Lorena Rojas

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  • Mike Davis

    HI Lorena!

    Sorry for my delay. I brought this back up to our engineers to confirm. If you are looking to share this data across orgs then the only solution we know of would be a custom API integration, or possibly using Chains. More info on both of those options can be found here and here.

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