Customer Support

Exporting Backups and Archives

Required User Credentials

[Flosum User] - Backup & Archive license with Export permissions

Overview

The Export to CSV feature in the Backup & Archive app lets you export data from backups or archives to CSV files for external analysis or reporting. You can export full or filtered datasets and download the results as a .zip file.

Creating an Export

If Email Notifications are enabled for this org, emails will be sent at the start and end of the export job.

1

Create Export

  1. Click Export from the sidebar menu.

  2. Click the Connection Switcher from the breadcrumb path.

  3. Select the connection you wish to use.

  4. Click Create Export.

2

Add Objects

  1. Click the Add object menu button to select the Salesforce Objects to include in the export.

  2. Search or browse for objects from the menu.

  3. Check the objects you want to add.

  4. Click Add to add all of the selected objects.

3

(Optional) Add Filters

  1. Click Filter to add a filter to the object.

  2. Click Add Filter to add a filter criteria. You can add more criteria by clicking Add Filter.

  3. Click Apply to save the filter.

4

Finish Export

  1. Click the Export from menu in the Export Settings section.

  2. Select the export source: Backups or Archives. Configuring each is explained in the following two expandable sections.

Export from: Backups

The As of date lets you choose which version of the records to export based on that date. The records will be exported from the backup that was created closest to, but before, the selected date. For instance, if you have a daily backup at 4 AM and you want to export data from the first of the month, select the first of the month as your date and pick a time that is after the 4 AM backup but before any other backups that day.

  1. Select the As of date.

Export from: Archives

The From date and To date fields enable you to select a range of archived records for export. The records will be exported from the archives created between the selected dates. For example, if you select dates from July 1st to July 15th and there are three archives within this period, the records for the chosen objects will be exported from all three archives.

  1. Archives: Select the From date and To date.

  2. Click Run Export.

  1. You can view the status of the export job in the History table on the Export page.

Downloading Exports

You can download exports marked with Ready for download from the Export page. Exports are marked as Ready for download when they are completed, and records are available to export.

Exports can be downloaded within 7 days after the job finishes; after that, the download option will be removed. Additionally, if no records match the export criteria, no export will be available for download.

Export files are in a zip archive with the following file naming: download-OrgName-DateTime.zip

  1. Click a completed export that is Ready for download.

  2. Click Download to initiate the download process in your browser.

File Structure of an Export

The exported file will have a different structure depending on the export type, Backup or Archive. Each is explained below.

Backup Export File Structure

The .zip file contains a folder for each exported object, and each folder includes one or more CSV files with record data. Each CSV file contains up to 10,000 records. If there are more than 10,000 records, multiple files are created. In the screenshot below, the export includes the FieldPermissions, ApexClass, Report, and User objects. The FieldPermissions object has more than 10,000 records, so it is split into multiple files.

Archive Export File Structure

The .zip file contains a folder for each archive job, named Archive Job ID. Each Archive Job folder contains a subfolder for each object, and each subfolder contains one or more CSV files containing record data. Each CSV file contains up to 10,000 records. If there are more than 10,000 records, multiple files are created. The screenshot below shows an export with two archives, each containing the Account object.

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