You will need to log into your Navatar system using the Admin login
Step 1: Login to your Navatar admin account. Click the gear icon to open the Setup page.
Step 2: In the Quick Find box (on the left side), type "Data Export" and select it from the search results. Click on "Schedule Export" to set up a recurring export on a weekly or monthly basis.
Step 4: Select the following options to ensure a complete export:
Export File Encoding: Unicode (UTF-8).
Include Images, Documents, and Attachments: Check the box.
Include Salesforce Files and Salesforce CRM Content Document Versions: Check the box.
Replace Carriage Returns with Spaces: Check the box.
Step 5: Set the Export Schedule:
Frequency: Weekly, recurs every Monday.
Start Date: January 6, 2025. (It is an Example)
End Date: December 29, 2025. (It is an Example)
Preferred Start Time: Based on your preference.
Step 6: In the Exported Data section, choose "Include All Objects" to back up all Navatar data. Click Save.
Step 7: A confirmation page will appear indicating your export has been queued or scheduled. The exported files will be available for download:
Location: On the same page.
Email Notification: A link will be sent to the admin account’s email address.
Availability: Files can be accessed for 48 hours.