Exporting Data from the Connected Desktop

You can use the Export Data feature in Connected Desktop to create a backup copy of your SmartVault data files on your local computer. Even though SmartVault automatically backs up your data, backup copies can be helpful if you need to work on a client's file but do not have Internet access or just want to create a copy for offline storage.

To export your data:

  1. In Connected Desktop, make sure you are in the Clients view.
  2. Click on File in the main menu and choose Export data... The Export Data window opens. 

      Note

    If a client is already selected in the Client List, that client will automatically be exported by default.

  3. Choose "Include all X clients" to export all client records in your SmartVault account or "Include 1 selected client(s)" to export the selected record.
  4. Click Browse…, select your computer's destination folder, and click OK.
  5. When the export is complete, a window displays a confirmation message indicating that the export was successful.
  6. Click Exit, then check the local destination folder to verify the files downloaded correctly.
Here's an animated guide illustrating the steps visually. If it appears too small, simply click the Expand icon KB - Expand icon.png in the bottom right corner to enlarge it.
Exporting Data from the Connected Desktop.gif

  Note

When working offline with exported data, you must manually upload any changed files back to their original locations. If you are only working offline on a few files, you may find it easier to drag and drop them to your desktop. Drag and drop the local file back into SmartVault after making changes.

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