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
Navigate to the "Data" page in the Woodpecker Dashboard by clicking the Data button in the top right corner.
Click on the options button to the right of "Edit columns", and select "Download data".
Please wait while your CSV is being generated and prepared for download.
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!