The intended audience for this article is Agents.
How to Export your Data
Must be an Agent Admin
Navigate to Team > Team Settings > Request Data Download
Confirm by clicking "Queue Email Download Link"
It will take up to an hour for your files to be prepared. You will receive an email when your data download is ready
Open Email, download .zip of your data within 24 hours
Windows Users: If you run into issues, try extracting the .zip with Winzip, WinRAR, or 7-Zip. Windows sometimes runs into issues in these scenarios:
Long filenames (260 max character limit) and/or deeply nested folder structures
Special characters in the names
Encoding issues (pre-Windows 10)
Very large ZIPs - ZIPs larger than 4GB or with >65k files could fail.
Extract the .zip Folder
Extract the .zip folder with a .zip extraction tool that is capable of extracting folders with nested files. Apple / Mac's default extraction tool works. Windows users need to use another tool.
βWindows' native unzip tool sometimes fails with large files or deeply nested folders. See screenshot of Windows' native export error:
What your Data Looks like
When an agency exports their data, Wunderite export all forms and signature packets/files with the data they have at the time the export is requested (regardless of status) into a zip file titled "[agency name].zip
".
We do not export activity logs.
In your agency zip folder, Wunderite exports a folder for each Commercial and Personal risk profile with the following files and folders:
Folder:
Risk Data
File: .xlsx from
Export All Risk Data
Folder:
Files
- Risk Data record that has any Files & AttachmentsFolder:
[risk data name]
- will only have folders for risk data areas that have files & attachments on any risk data record
Folder:
Policies
File: .xlsx from
Export
action on/risk-profiles/{u_id}/policies
page
Folder:
Forms
Folder:
[risk_questionnaires.friendly_name]
File:
[Form Name].pdf
Files (Form uploads):
[file name].[ext]
Folder:
Signatures
Folders:
[signature_packets.title]
Files:
[signature_packet_forms.title].pdf
Screenshot of Example Wunderite Data Export / Download