Data
Export, import, and manage data for your organization.
Opening Data management
Go to /ManagementAccount/DataManagement to open data management. Here you can export, import, and review data scope.
Screenshot placeholder — add image here later
Exporting data (backup, format, scope)
Export data for backup or migration. Choose format (e.g. CSV, JSON) and scope (full org or selected entities). Run export and download when ready.
Screenshot placeholder — add image here later
Importing data (if available)
If the app supports import, upload a file (CSV, Excel) and map columns to fields. Validate and import. Use for bulk loading tenants, assets, or transactions.
Screenshot placeholder — add image here later
Understanding what data is included and org scope
Export and import are scoped to your organization. Understand which entities (assets, tenants, transactions, etc.) are included and any limits.
Screenshot placeholder — add image here later
Cleanup or archive options (if any)
Check for cleanup or archive options (e.g. purge old data, archive closed tenants). Use with care; some actions may be irreversible.
Screenshot placeholder — add image here later