Backing Up or Exporting Your Data
Overview
The data you add to PaTMa belongs to you, and we strongly believe you should always have complete access and control over that data.
To support this, PaTMa Property Manager includes a complete data export, using open and portable formats.
Start a Backup
Navigate to Your Profile and click Backup in the lefthand menu, or click here to go to the Backup page directly.
Choose Start new backup.
The backup process may take a few hours to complete. PaTMa will email you when the backup is ready to download.
After receiving the notification that the backup is ready, return to the same page and click Download.
The download will be a .zip containing all uploaded documents in their original format (eg images, certificates, other documents) and all entered data in .csv (spreadsheet)format.
It is recommended that you do not make changes to your Portfolio while the backup is being generated.
Restoring a Backup
Did your cat walk all over the keyboard and accidentally wipe out your portfolio? Well, we tried to make it cat-proof - but in the event that something went wrong, backups can be restored manually by PaTMa.
There may be an additional cost to restore a backup so if you are only missing some data, we recommend having a look through your backups in a spreadsheet viewer and re-entering the data yourself.
However, if all else fails or too much data was lost, please contact us and we'll see what we can do!
See Also
Your Profile