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How does data export/import work?
How does data export/import work?

Stahování a záloha dat

Pavel Krkoška avatar
Written by Pavel Krkoška
Updated over a week ago

Do you want to download all documents outside SingleCase? Our system allows this, just choose from the export menu. The request will be exported as a zip archive to your email.

Export of documents can be found in menu "My name"->Administration"

and here select the "Backups" tab

Then select DOCUMENT EXPORT or METADATA EXPORT. Once you submit Export, you will receive an email with a zipped attachment.

Note:

The document export contains all the documents you have uploaded in SingleCase, sorted into a folder structure according to clients and cases.

The metadata export contains all other data you have uploaded in SingleCase, such as Timesheets, Expenses, Invoices, etc.

Individual exports can also be done directly in a specific Overview (Timesheets, Tasks, Periods, etc.) where the Export icon is located.

Documents Import

Importing data is not user specific, just send us the data you want to upload to SingleCase. We will upload them to the application using a pre-made script. Bulk upload of documents is user accessible. During installation, a SingleCase Uploader folder will be created on your desktop.

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