Monday, 17 January 2011

Full XML backups of all your data

We introduced a new feature this week that some users have been asking for - the ability to generate an export with a complete set of all data records from Insightly. We chose the XML standard to export the data because it's popular and widely used and it provides a way to be able to capture and save all the valuable links and relationships between entities within Insightly. We also compress the XML files and bundle them all up into a convenient zip package so it's quicker to download. When you click the link to export your data, Insightly generates the extract right then and there so it's always up to date and includes the latest records.

The XML Export feature is under Settings > Account > Full Data Export, and can be accessed by the account owner. Screenshots are below with navigation links highlighted in red:



18 comments:

  1. Not being an expert at manipulating xml data, is there an easy way I can make sense of the xml data that Insightly exports?

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  2. Hello,
    I totally agree it is a greate function but how to import it.
    For example during a domaine migration.

    Thanks for your job!

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  3. Hi
    Could you add the possibility to IMPORT that SAME XML zip archive back into insight.ly as well ?
    Thanks

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  4. To Michael's point (of Feb 15th), I too have a domain migration project underway, and I'd love to keep using insight.ly, but there appears to be no way to import the project information after exporting it (other than contacts). We have lots of tasks, milestones, companies, etc and it would be such a pain to re-enter all the data. With import, it's a no-brainer to stay with insight.ly, but without it the temptation to move to a different platform (highrise, sugar, etc) during the migration is palpable. Can anybody suggest a way to migrate insight.ly to another domain?

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  5. hi brothers, i have the same pain, i am on a new domain, and no way to import my xml/zip file, and my issue could be tougher, since even i do not mind import opporutnities/projects one by one, but all the Chinese become question marks ????????, this was addressed by another Hebrew user early this year, but never got addressed. Honestly i feel like leaving too.

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  6. And another... surprised to learn you can't change domains without a big data entry project. Insightly also has so many flaws around addingthe basics of adding/editing contacts, since starting over time to look at Zoho.

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  7. I am also wondering : why doing this XML export if there is no way to import it after ??

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  8. Is there a way to export all the files from a project on to our server? Our plan was to scan contracts, work orders, receipts, everything into insightly and then when the job was complete, export it on to our server for permanent storage or at least copy it. Does anyone have any advise on this. Can you zip it or drop it?

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  9. obviously feature request: import the xml

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  10. This comment has been removed by the author.

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  11. I am testing this platform out now. I just tried exporting and cannot open the file with excel or what it says is the default app on my mac; Illustrator.

    What tool or app can I use to convert the data in to csv, xls, or similar file?

    If I cannot export data for backup and potentially for use elsewhere then end of test.

    Thank you.

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    Replies
    1. I agree. I tried to export and whatever format it exported to was totally useless. We need the option to export to a csv file. That seems to be the most common of all file export formats,

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  12. I just upgraded my account but now cant import, and then here I see no response, come on just give it to us, How do we import the data that your program exported

    Truly through the looking glass stuff

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  13. I found a way to convert the xml files into xlsx format using http://www.luxonsoftware.com/Converter/XmlToExcel unfortunately the spreadsheets are not perfect... we want this xml data to go straight into a nice user interface - so we can play with the data and get meaningful correlations out of it.

    Perhaps there could be a client tool -UPSELL THAT- get more cash and some nice marketing...

    A client tool (gtk/qt some gui thing) that could connect using the insightly API to the online app and be used to generate reports on Opportunties, Projects, Finance... with the power to deal with custom fields etc...

    Just an idea - am sure this has crossed your mind - could even wrap that ruby gem: https://github.com/r26D/insightly so carefully written.

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  14. You can actually open the XML files in Excel without having to convert them. Just use File > Open and choose an XML file from the zip - it will open it as an XML table in Excel.

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  15. Its not opening in Libreoffice or Numbers on Mac

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  16. Having the ability to backup without the option to restore is not great functionality... I guess it's better than having nothing. The worse bit really is the lack of backup of documents. It leaves you at the mercy of a mistake and with no way of recovering documents in the system.

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