Purpose: Allowing backups protects users' data in 2 stages, our servers, and their local backup. They are able to pull information out and set up weekly backups. Or they can one time off download a backup with excel
Please note: Once you have selected a backup that is not excel, you will be locked out from backing up in other ways. Backups that are not via excel are done on Sundays at 1 AM. File formats for downloaded backups are given as .csv and .xls files.
- Go to company settings > Manage backups.
- Here, you’ll have the option to set up weekly backups. You may set up a weekly backup using dropbox, or google drive. Clicking on either purple button will result in the system taking you to the respective login, which will set up your backup integration.
- Clicking ‘Backup with Excel’ will allow you to do a one time backup of data. This may take some time once initiated. Please note: The files you’ll receive will only be .csv and will not be PDFs.
- In the advanced options tab, you will see a list of times and users who have requested backups, and what format was provided to them.