Papertrail

You won't ever need to back-up the data held in your Papertrail account as we do this on your behalf. 

That said, there may be times when you want to export all the data from your Papertrail account, for example to print out a full audit report, carry out further data analysis or if you are migrating to a different system.

Please note - You must be an account Admin to export all your data.

Click on the Settings cog in the bottom left corner of the screen, click on Full account export.

Click on Generate new account export.

You will now be asked if you want to include uploaded files (images, pdfs etc.) in your export. Depending on how many files and images you have in your account and the speed of your internet connection, this may take some time.

Click on Start export to run the export.

Please be patient whilst the system collects all the data. When the export has been completed you can click on Download. This file is available for 7 days. You will also be emailed once the full account export is ready.

Depending on your software, you many need a third party programme to open the downloaded ZIP file.

The .csv files are separated into records, tasks, logs and uploads.

<a href="https://help.papertrail.io/en/articles/356385-can-i-share-my-certificates-with-someone-outside-of-my-organisation">Can I share my certificates with someone outside of my organisation?</a>

<a href="https://help.papertrail.io/en/articles/356325-how-to-create-a-report-for-archived-records">How to create a report for archived records</a>

<a href="https://help.papertrail.io/en/articles/356305-upload-your-existing-records-to-papertrail-from-a-spreadsheet">Upload your existing records to Papertrail from a spreadsheet</a>

- <a href="https://help.papertrail.io/en/articles/356385-can-i-share-my-certificates-with-someone-outside-of-my-organisation">Can I share my certificates with someone outside of my organisation?</a>
- <a href="https://help.papertrail.io/en/articles/356325-how-to-create-a-report-for-archived-records">How to create a report for archived records</a>
- <a href="https://help.papertrail.io/en/articles/356305-upload-your-existing-records-to-papertrail-from-a-spreadsheet">Upload your existing records to Papertrail from a spreadsheet</a>

Still can't find the answer you need? We'd love to help! Contact our Customer Support Team via the chat button in the lower right corner of the screen, on +44 (0)1248 719270 or at <a href="mailto:support@papertrail.io" rel="nofollow noopener noreferrer" target="_blank">support@papertrail.io</a>.