Quip Import and Export

IMPORT UPDATE
Note: the Upload/Import option in the Compose menu was retired on January 19, 2024. See below for supported methods to import content into Quip documents and spreadsheets.

Bring external content into Quip documents and spreadsheets via any of the following approaches:

• Copy and paste file content
• Insert the file (please right click the link and open in a new tab/window)
• Insert a screenshot of the file content

For all three approaches, a Quip document or spreadsheet must be created first before bringing in external content.

Tip for copying formulas from Excel:

• Enable “Show Formulas” in Excel via any of the following:
  • Cmd + ~ on Mac
  • Ctrl + ` on Windows
  • Press "Show Formulas" in the Formulas section of the ribbon
  • Use the formula =FORMULATEXT([cell])
• Copy the sheet content
• Paste the content into Quip by Ctrl + v on Windows. 

Export
To export a document:

1. Click the Document drop down from the top left of the document
2. Hover over Export and select the format. The document will then download and be accessible in your downloads folder.

Export options include:

• PDF
• Microsoft Word
• HTML
• Markdown
• Microsoft Excel (if your document contains a spreadsheet)
• CSV (if your document includes a spreadsheet)

To export a spreadsheet:

1. Click the Spreadsheet drop down from the top left of the spreadsheet.
2. Hover over Export and select the format. The spreadsheet will then download and be accessible in your downloads folder.

• PDF
• HTML
• Markdown
• Microsoft Excel
• CSV

Steps to Export Quip Content to PDF using the Quip API:

1. Grant yourself an Admin Role that has the “Unredacted Audit Access to All Members & Content” permission (documented here: https://help.salesforce.com/s/articleView?id=000393323&type=1)

2. Create an API Key (Client ID and Client Secret) by logging into the Quip Admin Console and choosing Settings > Integrations > New API Key

3. Get your Token: https://quip.com/dev/admin/documentation/current#section/Authentication/Get-Access-to-Quip's-APIs

4. Get the List of Thread IDs for your Quip Site. There are two methods available to most Quip Sites

1. 1. Use the List Threads API call: https://quip.com/dev/admin/documentation/current#operation/listThreads
   2. Export the JSON Metadata for your Quip Site by:
      1. Logging into to the Quip Admin Console
      2. Choosing the Settings > Security menu option
      3. Clicking “Export JSON” under the

5. Once you have the list of thread IDs for your Quip Site, you can export the Quip documents or spreadsheets to PDF using the Create Export PDF Request API method: https://quip.com/dev/automation/documentation/current#operation/createExportThreadToPdfRequest

6. Using the Request Id from step 3, you can use Retrieve Bulk Export PDF Response API to return the statuses and PDF URLs of the threads. https://quip.com/dev/admin/documentation/current#operation/getBulkExportPdfResponse

Please note, the PDF URLs generated from the Request ID expire in 72 hours. 

Advanced Export Methods

• Get Thread Folders -
  • Use the API to get all threads under a folder: https://quip.com/dev/admin/documentation/current#tag/Folders. This will give to documents IDs under a folder
  • Export those threads using - https://quip.com/dev/admin/documentation/current#operation/exportThreadToDocx
• Export Document to .docx: https://quip.com/dev/admin/documentation/current#operation/exportThreadToDocx
• Export Spreadsheet: https://quip.com/dev/admin/documentation/current#operation/exportThreadToXlsx

Considerations for Exporting:

• The Export JSON feature in the Quip Admin Console is not available for companies with a large amount of data. If you are unable to use this feature, you can still obtain the list of threads with the Quip API using the List Threads API call.
• If your company has a large amount of Quip content to export, we recommend breaking the API calls into small batches in order to avoid timing out or hitting the API rate limit. 
  • We recommend running batches of 5,000 contents at a time, and waiting until the request has been finalized to run the next request.
• The URLs generated from the Request ID using this API call expire in 72 hours. 
• Quip does not have a feature to export all company data in one Folder or Zip file in the native Quip Folder structure.
• Exporting with comments included is not equipped as a function from GUI. FYI - As an alternative, there is an API method for retrieving comments. Refer to Quip Developer FAQ for more details.
• When exporting, expect slight formatting changes, ie fonts and image orientation.
• When exporting a Quip Document with the Manuscript fonts appears differently after a Document is exported to PDF from Quip
• SF Record Live Apps with "Rich Text Area" with bullet points will be truncated in PDF export. Remove the bullet points when exporting the content
• The exported document is saved on the default download path on Windows which is C:\Users\xxx-username\Downloads path. 
• When pulling an image from a Salesforce field (Rich Text Area) via the Salesforce Data Mention live app, PDF export doesn't render the images. The image appears as an icon on the PDF export.
• When exporting a Quip Document to MS Word, Salesforce Data Mentions tied to Rich Text Fields will not appear. A blank space will be in place of the Data Mention. 
• Rendering or formatting issues may occur when exporting Quip documents to PDF if the document includes certain fonts, such as Manuscript or Marseilles.
  • The PDF export engine may not fully support these fonts, resulting in discrepancies such as incorrect font appearance, broken formatting, or unreadable text in the exported file.
  • Use alternative supported fonts when preparing documents for PDF export, or export tyhe document using DOCX or HTML formats, these preseve styling more accurately.