Data Management
21 articles
How do I restore archived records?This article outlines how to locate and restore records that have been archived in your database.
How do I merge document folders for duplicate Tier 1 records?This tool allows duplicate Tier 1 records to have their document folders merged, combining them into one document folder
How do I upload documents for my users to access in Apricot?
How do I view a record's audit history?
What backup, import, and export options are available for my Apricot data?This article reviews available features or services for backing up, importing and/or exporting data in Apricot.
How do I export a form's data without building a report?The Data Archives allow an Administrator to export data out of Apricot (one form at a time) without building a report.
How do I use an Apricot Sandbox database?A Sandbox is a secondary database in which Administrators can conduct testing or training without making changes in their live site.
FAQs: Apricot API IntegrationThis living document provides answers for common questions regarding Apricot's API integrations.
FAQs: SFTP for Automated Import
FAQs: SQL Database Exports
Understanding Apricot Import Tool
How do I prepare my data for the Import tool?
How do I create multiple Tier 2 records with the Import tool?
How do I update multiple Tier 1 records with the Import tool?
How do I create multiple Tier 1 records with the Import tool?
How do I update multiple Tier 2 records with the Import tool?
How do I import links between records?
How do I undo an import with the Import tool?After you have completed an import, you can "revert," or undo, it and remove the records or links you have imported.
How do I import Program Enrollment data with the Import tool?
Understanding Data Management
Universal Address Lookup Subfields in ImportsThis article addresses the inconsistencies with the Universal Address Lookup subfield names and the field names displayed by the Import Too