Exporting Your AdvisorEngine Database

Exporting Your AdvisorEngine Database

Though AdvisorEngine performs nightly backups on your database that can be recovered up to two weeks prior upon request, you may have need to export your data for a local backup or other purposes. AdvisorEngine CRM provides a tool to export your current database contents to CSV files as needed.

  1. Navigate to Settings > Database Export.
  2. Create a password that will be used to encrypt the zip file of your data. The password must be at least seven characters long.
  3. Click Export. When the export is completed you will receive a System Alert.
  4. Once the alert is received, open your alerts .
  5. Click the System Alerts tab.
  6. Click Get Link To Database Export to begin downloading your data.

To open the zip file once downloaded, you will need to enter the password you created in step 3.

The database export contains only your database content, it does not include a backup of your documents.

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