Many organizations may need to extract most or all their data within their lifecycle at Bonterra. Some organizations require regular backups of the data for security or auditing purposes.
Full database backups come in a SQL format compatible with MySQL Workbench. Accounts looking to receive a one-time or recurring backup of their database can engage their Account Management team at email@example.com.
If you are looking to learn more about how your data is secured, please visit: Security FAQ
Accounts looking to extract data on their own in Excel or CSV files can extract the data through Apricot. Apricot provides a built in tool, "Data Archives", that is designed for this purpose. More information can be found in the following links:
Our Professional Services team can also be contracted to export data in CSV/Excel format. Contact the Account Management team at firstname.lastname@example.org to learn more!
To extract attachments and files such as PDFs, JPGs, Word, etc. attached to records, Users must extract these on a one by one basis from the location of the file.
In order to identify the most appropriate data integration options for your use case, it's helpful to ask the following questions regarding your organization's needs:
Do I need information from a third-party system to be instantly updated in Apricot?
Do I need information going both into and out of Apricot, or does a one-way transmission suffice?
Inbound Data Integration:
SFTP for Automated Import
This added feature utilizes a CSV file and limited-use SFTP folder to automatically import data into existing Apricot forms. Read more about the feature here.
This option involves a custom integration between Apricot and a third-party system via API. We only recommend this for organizations that need information from a third-party system to instantly update in Apricot. The ideal use case is to allow data to flow back and forth between the third-party system and Apricot. Review our FAQs for API integration here.
Outbound Data Integration:
Automated Export from Results Reporting
This process functions similarly to scheduled reports in Results and exports existing Results reports as CSV files for collection from an SFTP server. Read more about the process here.
SQL Database Exports
This includes single or recurring backups of your SQL database exported in SQL format for collection from Workdocs or an SFTP server, respectively. Review our FAQs for SQL database exports here.