Many organizations may need to extract most or all their data within their lifecycle at Bonterra. Some organizations require regular back-ups of the data for security or auditing purposes.

Full database back-ups come in a SQL format compatible with Microsoft SQL Server 2014. Accounts looking to receive a one time or recurring backup of their database can engage their account management team at accountmanagement@socialsolutions.com.

If you are looking to learn more about how your data is secured, please visit: Security FAQ

Accounts looking to extract data on their own in Excel or CSV files can extract the data through ETO. The most common reports for flat file extraction include:

Our Professional services team can be contracted to export data in CSV/Excel format. Contact the account management team at accountmanagement@socialsolutions.com to learn more!

To extract attachments and files such as PDFs, JPGs, Word, etc. attached to demographics, TouchPoints, or assessments, Users must extract these on a one by one basis from the location of the file.

This process can be expedited by writing a custom report that provides links to all the associated attachments. Still, the attachments must be downloaded to local storage one by one by clicking each link.