- How to Backup extendedReach Data
- Viewing Backup Data
This feature allows you to maintain a backup of extendedReach data such as home, case, relationship, staff information, and more!
How to Backup extendedReach Data
Backup your data by going to Organization Settings -> Organization Preferences -> General. Scroll down to the “Data Backup” section and click on “Email Download Link”. A pop-up will then appear, press “Ok” to continue.
Image: Organization Settings: Email Download Link
Shortly after, you will receive an email from email@example.com with a download link that is valid for the remainder of the day.
Image: Email Download Link
Viewing Backup Data
Once you’ve clicked on the link, it will download a compressed zip folder. The folder is composed of various Excel CSV sheets full of rich, extendedReach data!
Image: Backup Excel Sheets