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The Data Portability Illusion: Why 'Export to CSV' Is Not an Exit Strategy

SaaS Procurement Desk
6 min read
Dec 19, 2024

"Can we get our data out?" This is the standard due diligence question every IT director asks. The vendor points to the "Export to CSV" button, the box is checked, and the contract is signed.

This is a dangerous oversimplification. In the world of modern project management software, data is no longer just rows and columns. It is a complex graph of relationships, dependencies, and conversations. Believing that a CSV file constitutes a valid exit strategy is a fundamental misunderstanding of data fidelity.

The Flat File Fallacy

Project management tools are relational databases disguised as UIs. A single "Task" is not an isolated island; it is connected to:

  • Dependencies: Task B cannot start until Task A finishes.
  • Conversation History: The "Why" behind a decision is often buried in the comments, not the description.
  • Metadata: Custom fields, tags, and status workflows.

When you hit "Export to CSV," the system flattens this multi-dimensional graph into a 2D plane. You get the what (Task Name), but you lose the context (Relationships).

The Data Fidelity Gap: Visualizing how rich context is lost during CSV export

Figure 1: The "Data Fidelity Gap." While the raw text survives the export, the logic that makes the data actionable is often destroyed.

Why JSON is the Minimum Standard

As highlighted in our Executive Guide to Project Management Software, true vendor independence requires data portability that preserves structure.

If a vendor only offers CSV export, they are effectively holding your workflow logic hostage. A robust exit strategy requires JSON or XML exports that retain:

  • Parent-Child Hierarchies: Knowing that "Subtask A" belongs to "Epic B."
  • User Mappings: Preserving who wrote which comment, rather than flattening everything to "System User."
  • Timestamps: Maintaining the audit trail of when changes occurred.

The "Re-Hydration" Problem

Even if you extract the data perfectly, where will you put it? This is the "Re-Hydration" problem. Importing data into a new system is rarely a 1:1 mapping.

For example, "Status: In Review" in Tool A might trigger a specific notification workflow. In Tool B, "In Review" might just be a text label. When you migrate, your data arrives, but your process breaks.

The Consultant's Test

Don't just ask "Can we export?" Ask: "Can we re-import this export back into your own tool and get the exact same state?" If the vendor's own tool can't fully ingest its own export, no competitor's tool will be able to either.

Conclusion: Redefining "Ownership"

True data ownership means the ability to move your digital operations without catastrophic loss of fidelity. If your exit plan relies on a CSV file, you don't own your data; you only own a snapshot of it.

In your next procurement cycle, demand to see the API documentation for data extraction. If the API is read-only or rate-limited to the point of uselessness, treat that as a critical risk factor in your final decision.

PS

ProjectSignal Review Team

Independent SaaS analysts helping organizations navigate the complexity of software procurement.