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How Can I Backup my Data?

Event Temple allows you to export data from multiple areas of your organization. Exporting data lets you download a copy of your records, which can be used as a backup or for reporting and auditing purposes.

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Exporting Data from Each Module

You can export data from most areas in Event Temple individually.

To Export Data:

  1. Navigate to the section you want to export from:

    • Bookings

    • Events

    • Room Blocks

    • Invoices

    • Documents

    • Contacts

    • Accounts

    • Reports

  2. Click the Export () button located at the top right of the list view.

  3. Choose your preferred format β€” typically CSV or Excel (.xlsx).

  4. The file will automatically download to your computer.

πŸ’‘ Tip: Before exporting, you can adjust filters and columns to control exactly which data is included in the export.


Exporting from Reports

Detailed exports can also be generated from Reports (e.g., Line Item List (Bookings) or Booking List).

  1. Go to Reports.

  2. Apply any desired filters.

  3. Click Export As β†’ CSV or Excel.

This method is best if you want transactional or revenue-level detail.


Backing Up All Organization Data

Event Temple does not currently have a single-click β€œFull Organization Export.”
However, you can create a full backup by exporting each dataset individually from its respective module.


Security Reminder

All exported files contain sensitive information. Store your backups securely and limit access to authorized users only.


In summary:
You can back up your Event Temple data by exporting it from each module or report. For full data exports, reach out to the Event Temple Support Team.

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