Export Data from Datasources allows users to extract and download records stored under a specific data source based on their requirements. Users can export individual records, multiple selected records, or the entire dataset from a data source.
Access to the Export Data from Datasources module is controlled based on the user’s license type and assigned department or team.
- Admin and Super Admin license type users can access and export records from all departments across the organization.
- Admin Team and Admin Team User license type users can access and export documents related only to their assigned team or department.
- User Full license type users can access and export documents belonging only to their own department.
Steps for performing data export from data source:
- Click on OWLdocs.
- Click on Databases by Data Sources.
Select a Data Source from a list of available data sources.
- The system will display the OWLvault Records from Data Source page with all records related to the selected data source.
- Select the required records (individual, multiple, or all records).
- Click on the Export option.
A popup will open with export configuration options.
- Choose the required attributes/fields by enabling or disabling the checkboxes.
- Enable or disable the Headers option based on your requirement.
- Enable or disable the Compress File option if needed.
- Select the desired file format such as CSV, JSON, or XLS.
- Click on Export to submit the export request.
Navigate to OWLdocs → Datasources Exported.
- Click on Process File to process the export request.
Once the file is processed successfully, click on the Download button to download the exported file.