Standard Export
Below goes over the process of exporting public channel content and uploading it to the projects Google Drive.
- On the desktop, click on the workspace name in the top let, hover over "Administration" and click on "Workspace Settings".
- A new window in your web browser will open. Click on "Import/Export Data" at the top of the page.
- Click on the "Export" tab and select the date range you'd like the export to cover and click on "Start Export".
- For the monthly export task in Insightly, select "Specific Date Range" and make sure you cover 40 days prior.
- You'll receive a notification confirming that the export is being generated and that it is ready to download. Wait for the email to show up in the info inbox.
- You can also check your "Slackbot" channel in Slack to see if you get the notification there as well.
- When it's ready, head to the "Export Data" page, either via the Slack notification or email, and scroll down to "Past Exports".
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Click on "Ready for download" on the right to start downloading the backup.
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Once downloaded, head over to the "Slack Standard Exports" folder in the projects Google Drive.
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Click on "New" in the top right and select "Upload File".
- Upload the file form where you downloaded it from.
- Now that it's uploaded, simply give it a shorter name stating the date range of the backup.
- Finally, send an update to the #general channel in Slack to inform Joseph that the monthly backup has taken place.