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Export your first data backup

Create a supported export before making major account or subscription changes.

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Goal

What this article helps you do

Create a portable copy of supported journal records without exporting connection secrets.

Before you start

Before you start

  • An authenticated account.
Instructions

Follow these steps

  1. 1

    Open Settings.

  2. 2

    Choose Export and select the available data scope.

  3. 3

    Choose the supported output format.

  4. 4

    Generate and download the file.

  5. 5

    Store the export in a secure location.

  6. 6

    Verify the export contains records and does not contain passwords, API keys, or connector credentials.

Expected result

What you should see

A usable export is stored outside the application and contains no raw secrets.
Troubleshooting

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.