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Export your first data backup
Create a supported export before making major account or subscription changes.
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What this article helps you do
Create a portable copy of supported journal records without exporting connection secrets.
Before you start
- An authenticated account.
Follow these steps
- 1
Open Settings.
- 2
Choose Export and select the available data scope.
- 3
Choose the supported output format.
- 4
Generate and download the file.
- 5
Store the export in a secure location.
- 6
Verify the export contains records and does not contain passwords, API keys, or connector credentials.
What you should see
A usable export is stored outside the application and contains no raw secrets.
Common mistakes
- Treating a CSV export as a complete database backup.
- Sharing exports publicly when they contain notes or account details.
- Deleting an account before checking the export.