Export Data

> Administration > Data Management > Export Data

The Export Data option provides a means to download a copy of the database, creating a compressed (.zip) backup file.

Users that have the Import and Export Data permission can import or export data

Exporting Data

To export data and create a backup file:

1. Click > Administration > Data Management > Export Data
2. In the Export Detail section, complete the following information:

   Encoding Type

   Choose from ISO-8859-1, UTF-8 or UTF-16.
   (If you are not sure which to choose, contact your System Administrator)

   Include Notes/Attachments/Documents

   Optionally, click the checkbox to include associated Notes, Attachments, and Documents in the export file. Besides including the documents and attachments, this will create a file (Documents.csv) with meta information about the documents, attachments, and notes.

3. In the Email Address for Sending Notification section, complete the following information:

   Email Address

   Select the email address that will receive the link to the backup files

4. In the Objects for Data Export section, complete the following information:

   Include All Data

   Checkbox, selected by default

   Optionally, uncheck the Include All Data checkbox icon, and select individual object(s) to export

5. Click [Save] to trigger the export process, or click the [Cancel] button to stop the action

When the export is complete, an email message is sent to the specified address. A link to a .zip file is included in the message. The recipient can download the compressed file by following the link. (A login to the platform is required.)

To view the data on a local computer, uncompress the .zip file, using any standard data compression program. The uncompressed data file is in CSV format, which can be viewed using a standard database or spreadsheet application.

Data Formats

All data is exported in the User Format, including:

• Dates and times
• Currencies
• Numbers
• Percentages

Monitoring Export Status

The export process is tracked in the Export Queue. To monitor its progress, click the Refresh icon.

As the export progresses, you may see the following status conditions:

• In Processing Queue is displayed when you start the export
• When a file has been exported successfully, its status will be Completed
• An export that fails will show an error message, for example: Data Export - Error encountered while processing Accounts

Considerations

• Exported data will be automatically deleted after 7 days
• One export per week is permitted
• Initiating a data export schedules the job for immediate execution (there is no automated scheduling mechanism)
• The exported data will be counted as part of the document storage space used (be sure to empty the Recycle Bin periodically, in case storage is an issue); When Documents (file attachments) are included in the export, storage management is especially important
• User and Team identifiers are included in the file (Role information is not exported)
• Date Created, Date Modified, Created Id and Modified Id will be exported
• Exporting the audit log generates two .csv files:

1. A database dump of all the logs (AuditLog.csv)
2. A database dump of all the log codes (LogCodes.csv). This file is for auxiliary information.

Both files have common columns (type, operation) which can be used in a defined join to get more information