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. To delete the attachments, the user needs to enter the ETO interface and delete the attachment from the Touchpoint or Participant page.