If you haven't already learned, check out how you may Export your Database. The intent of this guide is to walk customers through what a database export will look like once downloaded.

The backup will be zipped in a single folder to allow for easy access of all information.

The naming convention of the backup will be: "YourOrgName - date of export." This will allow for easy search-ability should you need to run a lookup.

Once the zip file is opened, you'll notice a folder of attachments followed by sheets of information.

The attachments will simply be a raw export of all attachment information. You'll notice, within each sheet, a variety of IDs will be displayed. These IDs will link directly to affiliated IDs from other sheets. For instance in the below sheet, I've gone ahead to open the attachments CSV. You'll notice the CreatedByID you see below in Row E is who on your team created this document. This ID: dcdd6980-33aa-410c-8b95-a63b01017343 links directly to my User's (employees) IDs.

Image 1:

In fact, if we go ahead and open our Users sheet, we'll see an exact match for that ID meaning Ian Remington is that document creator.

Image 2:

You'll also notice, from Image 1, column A contains an ID. This will be the ID of the document itself when referenced across other sheets. But how do I know which contact this relates to? We may actually lookup, via column M the TargetEntity ID. This will naturally be exposed within our Contacts CSV. You'll note in image 3 below, each contact will have an affiliated ID that can be referenced across each contact based sheet.

Image 3:

Of course a great way to reference all of this is through a VLOOKUP in Excel. The VLOOKUP will be immensely helpful in cross referencing and querying across multiple pages and sheets.

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