Backing Up Your Data

Sortly takes data security seriously, with redundancies, continuous backup, and recovery policies in place. This article covers where to find our security and compliance information, plus how to manually back up your data if you'd like an extra layer of protection.

Sortly Security

You can find details about our security measures, compliance certifications, and data protection policies on our dedicated Sortly Security & Compliance Portal.

๐Ÿ”— trust.sortly.com

Main points:

You can find further information in Sortly's Terms of Service.

Manual Self-Serve Backup

While Sortly has redundancies and recovery policies in place, you can also manually back up your data by exporting it on a regular basis. On Premium or Enterprise plans, you can set up Report Subscriptions to have exports sent directly to your inbox.

Here's a quick comparison of your export options:

Export Method Best For Includes
CSV or Excel (Inventory Summary) Structured data and full exports Item details, folders, locations, and public image URLs (not image files)
PDF Report (with Photos) Visual reports or printouts Item photos, key details, optional tags and notes
Dropbox Export Backing up data and getting actual image files A CSV file like Inventory Summary, plus image files

CSV or Excel (Inventory Summary)

  1. 1Go to Reports > Inventory Summary
  2. 2Click Export and choose CSV or Excel

PDF Report (with Photos)

  1. 1Go to the folder, or use Advanced Search to filter items
  2. 2Click the three dots > Export > PDF
  3. 3Choose your layout: Album, List, or Compact

Dropbox Export (CSV + Image Files)

  1. 1Select your items > Export > Dropbox
  2. 2Connect Dropbox and choose to include data, images, or both

All export types are available on web and mobile, though larger exports may be easier on desktop. To learn more, see Exporting Your Inventory in Sortly.

Questions? Please contact our Support Team.

Was this article helpful?
1 out of 1 found this helpful