Customer Forums

Restoring All Organisations

keith.wilson

Posted: 24 November 2012 11:17 PM Report

I've been trying to clean some of our Organisation data and I'd like to restore the original that I downloaded before modifying it in Google Docs. I had a few issues with quotes being in the wrong place and carrage returns in fields - now all the data is a little skewed! :(

What is the best practice for this?

Can I just delete all the organisations and upload, or will I loose the connection to the people that I've associated with each organisation?

I also took a backup of the main DB before all this happened... would be I better off restoring from this backup? If so how do I do this from the admin panel?

Thanks

Keith

Support

Posted: 25 November 2012 05:06 PM Report

Hi Keith

I'm not altogether clear on the steps you've taken so far. If you downloaded Organisation data by exporting information from either a Landing Page or from a Report, the original data will still be in Workbooks and won't be affected by any changes you've made within Google Docs.

If you've carried out an update to the Organisation data using the import functionality which has resulted in the Organisations being incorrect, you can undo that import (as long as you imported the data recently). Alternatively, you could carry out another update through import using the data that you originally exported. When exporting any data from Workbooks with the intention of modifying it and reimporting it it's always best to include the unique Object Reference in the export so that you have an easy way to identify the right records when importing the updates.

You say you took a backup of the data - do you mean you exported the database or do you mean that you created a new database that was a copy of the original? If you mean the former, you would need to open the zip file and find the CSV file containing the data that you want to restore, which you would do via an update through import. If you mean you created a copy of the database then you can start using that one instead of your original one but this does mean moving all your users from the previous database to the new one and you need to bear in mind any integration that you have on your original database, such as MailChimp, Workbooks Outlook Connector and so on, as well as any API connections that might be pointing at your original database.

Sorry if I've misunderstood your requirements - if so, please let us know and we'll advise further.

keith.wilson

Posted: 26 November 2012 09:29 AM Report

 I think this is where I've gone wrong!

I'll raise a support ticket and get a restore I think!

Keith

keith.wilson

Posted: 26 November 2012 12:04 PM Report

I've tried to raise a support ticket using your website and I appear to be getting an error with this submission from your support link.

I've filled in all the fields, but it's not accepting my submission. 

 

Form Submission:

 

 

I've blurred my contact fields for security reasons. PM me if you need me to verify these :)

 

Keith