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Exporting data from Circularo

This article describes the possible approach to exporting data from Circularo before decommissioning your organization so that no data and documents are lost.

User-based back up

Each individual user can backup their data in their account Preferences.

Download backup.png

Download data backup

The files are downloaded alongside the accompanying metadata - the complete document history and index fields. Each document is in its own file that contains the document, an audit trail, and a JSON file with all metadata associated with the document. The top-most folder also contains a .csv file with an overview of all backed-up documents and their most important details.

Advantages

  • No involvement of any support/admin is required. Users are able to execute the backup themselves.

  • Ready-made solution with no extra effort.

Drawbacks

  • Each user has to execute the backup separately.

  • No single backup location.

  • End users need to be involved in the activity.

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