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Initiate Data Backup

Updated over 8 months ago

You will need to log into your Navatar system using the admin login

Step 1.  Log in to the Admin Account 

Step 2. Navigate to Setup:

Click on the gear icon located at the top-right corner, then select "Setup" from the dropdown menu. 

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Step 3: Search and click on “Data Export” in the Quick Find box on the left side

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Step 4: Select “Export Now” to start the export process immediately, or “Schedule Export” to define the export and set it to run at a later time

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Step 5: Choose the data types to include or select “Include all data”, and set other parameters of the export, which may cause the export to take longer. Select “Replace carriage returns with spaces” to have spaces instead of carriage returns or line breaks in your export files. This may be useful if you plan to import your exported data into another integration

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Step 6: Press “Start Export” and you will see a confirmation page that your export has been queued or scheduled. The files will be available on this page, or via a link sent to the admin account’s email address, for 48 hours

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