Downloading TRIPS Export File

Downloading TRIPS Export File

Advisors can request a file of all their Trips and Documents data. Please note that raw data exports are provided in JSON format only.
Notes
You can manually export any Trip by printing/saving it as a PDF from within the platform. Library documents can also be downloaded and saved as PDFs individually. We strongly recommend exporting any Trips or Documents you want to retain in a more accessible format (PDF).

Step 1: Send an export request

  1. Complete the TRIPS Data Download Request form. Please note that raw data exports are provided in JSON format only.
    1. Form Link: https://zfrmz.com/3whCq8zRsWEulLj9svKI
Info
Once your request has been actioned by the Customer Success Team, typically within seven days, you will receive a confirmation email, and you can proceed with Step 2.

Step 2: Download the export file

  1. Log in to your TRIPS account via Okta.
  2. Click your profile picture in the top right corner and select My Account.



  3. Select the Downloads tab from the My Account menu bar.



  4. Click the DOWNLOAD button next to the export.


Alert
NOTE: Download links automatically expire after seven (7) days. Please download the data before the Download Expiry date.
  1. Your .zip export file will now download.

Step 3: Extract the downloaded file

  1. Locate the downloaded file and open (double-click) the file to extract the contents.



  2. Open the extracted folder.



  3. The exported folder will have a 'docs' folder containing the JSON file(s) of documents you created within the company (if applicable). The 'trip' folder will contain the JSON file(s) of trips you created within the company.



  4. Within the 'trip' folder there will be JSON files for all of your trips. Each file will contain a maximum of 1,000 trips, so you may have multiple files (e.g., trips-0.json, trips-1.json, etc.).
  5. The 'tripDocs' file contains the documents and file attachements added to trips and excludes the trip details that are included in the 'trips' files.

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