For agencies📥 Portal, Import & Reports

Download a backup of your data

Export CSV archives of your customers, roster, and other records whenever you want a copy of your own data.

Your data is yours, and you should not have to ask for it. The backups area lets you download full CSV archives of your agency's records at any time, which keeps you portable and gives you something to hand an auditor.

Step by step

  1. 1Open Settings, Data & Backups, then Data Export Backups.
  2. 2Pick the archive you want: Customer List, Roster Registry, or Assignments Ledger.
  3. 3Click Download ZIP Backup on the customer list, or Download CSV Backup on the other two, and save the file somewhere you keep your records.
  4. 4Unzip the customer backup to get six cross-referenced files: customers, billing groups, billing contacts, locations, requestors, and onsite contacts.

Tips

  • The customer backup is a ZIP rather than a single CSV because a customer's contact details live in several places. Addresses are on locations, the invoice email is on the billing group, and the bookers and A/P contacts are their own records. One row per customer could not carry them.
  • Every table is included even when it is empty, so a header-only file means you have none of those records rather than that the export went wrong.
  • Archived customers, groups, and locations are in the backup, each with an IsActive column. A backup is supposed to be everything, not just what is on your working list.
  • Join the files on the id columns. Each row carries the id of the customer it belongs to.
  • These files carry customer and roster detail, so store them the way you would store any other business record.
  • This is separate from importing. Data & Backups also holds the tools for bringing data in from another system.
  • On a phone the file opens in the share sheet rather than saving to a downloads folder, so choose where to put it from there.
  • The roster backup reads an interpreter's phone from their own profile, so it fills in for people actively connected to you and stays blank for ended relationships.

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