How do you take a full backup of your organisation's data?

Download it, either as targeted exports of surveys, sites and visualisations, or as an organisation-wide backup. The data belongs to you, and being able to remove it in full is what makes that claim meaningful.

Video: Download Your Data on YouTube

Why this matters

For a ministry or a utility, exit rights are a procurement question before they are a technical one: nobody should commit national data to a platform they cannot leave. A regular backup also serves a more mundane purpose, satisfying institutional records policies and giving you a copy that survives changes to accounts, staff and contracts. Both reasons argue for doing it on a schedule rather than once when someone asks.

How to do it

  1. Decide the scope: one survey, a set of sites and visualisations, or the whole organisation.
  2. Run the export in the format your records policy needs, such as CSV, Excel, GeoJSON or shapefile.
  3. Export photos separately if images are part of the record, using the bulk photo download.
  4. Store the backup where your institution keeps records, not on an individual's laptop.
  5. Repeat it on a schedule, and note who is responsible for doing so.
  6. Use the API instead where the backup should be automated rather than manual.

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