Once all of your data is synced and edited, you can proceed to export the data. Data can be exported to various formats.
Return to the Fulcrum homepage by clicking the Fulcrum logo, or the ‘go back’ link from the records view. Or, select ‘exports’ from the menu bar.
There are two ways to export your data out of Fulcrum. The Full Record Exporter and the Data Downloader. The exporter is better suited towards obtaining all of the data within an app while the downloader is better suited towards obtain just specific data sets that are filtered to only include records/data that have certain values.
For this tutorial we will be covering the exporter.
Full Record Exporter
There are two ways that you can get to the export wizard for the exporter.
The first way is to click on the ‘exports’ button from the menu towards the top right of the dashboard page. This will take you to the export dashboard page, where you can download and delete previously completed exports. To create a new export on this page, click the ‘start export wizard’ button in the upper-right part of the page. This option is good if you wish to export data out of multiple apps.
The second way is to click the export button for a specific app (Note: this button only appears on apps that have data/records created in them). For this tutorial, we will only be exporting data out of one app so option two would be better.
The Export Wizard
Once you start the export process the wizard will guide you through the entire process. There are three steps to the process. The first step is where you will select the export options, file type, and apps and/or projects you wish to export the data from. The second step is a review step, where information about your export will be given. The final step is initiating the export, then once the export has been completed, downloading the export.
You can learn more about the exporter from our exporting data section of our online manual.
Select the export file format, which objects to include, and optionally filter by area or date range. You can export data from more than one app, when applicable. You will also notice that at the top of the page you can see how many records will be contained in your export files. Click ‘next’ once you have chosen the settings for your export.
Review and confirm your data export settings. If you need to make any changes, click the ‘Back’ button to return to the previous menu. Click the ‘Finish’ button to proceed with the export.
After the export has completed, download it. Note: You do not need to stay on the export page while your export finishes. You can comeback at any time and download the export for the next 7 days from the main export page (option 1).