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Reusable Client Data (Data Management)
Downloading Client Records (Data Management)
Downloading Client Records (Data Management)

Save a local copy of the data you've already collected from your clients!

Eszter Takacs avatar
Written by Eszter Takacs
Updated over a week ago

With Woodpecker's Data Management feature, you can now download the information you've collected from clients via questionnaires or data you've previously uploaded!

Use Cases

  • Generating a CSV file containing the records you have saved in Woodpecker, and saving a copy locally

  • Creating a backup copy of your existing Client Records

Items to Note

  • This option will download all of the records you have saved in Woodpecker's Data Management feature

  • You do not need to select all users or display all columns before following this process

  • The download process can take a few moments, as it depends on how much data you have saved

  • The link to the CSV file is only active for one hour. Past that time limit, you would need to repeat steps 2-4 to generate the CSV file again

How it Works

  1. Navigate to the "Data" page in the Woodpecker Dashboard by clicking the Data button in the top right corner.

  2. Click on the options button to the right of "Edit columns", and select "Download data".

  3. Please wait while your CSV is being generated and prepared for download.

  4. Once your data is ready, you'll have the option to download the file directly or copy a link to the file. Note: the link is only active for one hour, but you can generate the link as needed by following the same steps above!

Curious about what else you can do with Woodpecker's Data Management feature? Check out the full collection of articles here!

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