Guidance on creating new databases, archiving existing databases and changing the Login Domain for a database.
- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
-
Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Gator Popup
- 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?
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
- GatorMail Integration
- Opportunities
-
Integrations
- Mapping
-
Electronic Signing Tools
-
Docusign Integration
- DocuSign Functionality
- Setting up the DocuSign Integration
-
DocuSign - Worked Examples
- DocuSign Example - Taking Payments
- DocuSign Example - Updating Related Records
- Docusign Example - Multiple Document Sends
- DocuSign Example - Creating a Template for Cases
- DocuSign Example - Creating a Template for Organisations
- DocuSign Example - Creating a Template for People
- DocuSign Example - Unified PDF
- DocuSign - Reporting
- Adobe Sign Integration
-
Docusign Integration
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
-
Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Add-in
- Workbooks Outlook Connector
- People & Organisations
- Reporting
- Dashboards
- Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Contact Support
- Releases & Roadmap
- Workbooks Glossary
Export Database
Export Database
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.
In addition, wherever you see the export button 
you can export data to either CSV or in a format compatible with Microsoft Excel. This functionality will export data from all the columns you have activated so remember to configure the screen to reflect the data you want to export before clicking the button. The ability to export in this way is limited to users with the appropriate capabilities for each record type. If your download doesn't work, the most likely explanation is that a pop-up blocker is in place.
Click here for more information on how to disable a pop-up blocker.