Knowledgebase articles
- Welcome to the Knowledge Base
- Introduction
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- Introduction to Marketing
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- Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
- GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
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- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
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- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
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- Microsoft Office
- Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
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- Comments
- People & Organisations
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- Introduction to Reporting
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- Introduction to Charts
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- Advanced Reporting
- Report Snapshots
- Dashboards
- Transaction Documents
- Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
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- Contract Management
- Sagelink
- Introduction to Transaction Documents
- Auditing
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- Creating & Modifying Picklists
- Theme
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- Customising relationships between parties
- Opportunity Stages
- Custom Records
- Sign In Customisation
- Automation
- Contact Support
- Releases & Roadmap
Export Database
Last updated : 25th May 2011
How to export a copy of your database as SQL and who has access to do this.
It is possible to export an offline copy of your Workbooks data as SQL.
To export your database click Start > Configuration > Database > Export Database. Here you’ll see a button at the top of the page, which you can click to initiate the export.
You’ll be shown information on the estimated file size and a guide on how long the download is likely to take. Please ensure you save the file to a disk with sufficient space.
NOTE:
- Only users with the Database Export Capability will be able to carry out a database export.
- You can only export data that you normally have access to. If you want to export ALL the data, make sure that you are logged in as a user with full access.
- If the database has been exported previously, a message will show which User actioned, with a date and time stamp. If not, the message will show that the database has never been exported.