Backing Up Your Data

Make sure your inventory data is safe by knowing what Sortly already does to protect it and how to keep your own copy. Sortly has redundancies, continuous backup, and recovery policies in place, and you can add another layer of protection by exporting your data on a regular basis. This article walks you through where to find our security and compliance information and how to back up your data yourself.

In this article

Sortly Security
Manual Self-Serve Backup

Sortly Security

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

🔗 trust.sortly.com

Main points:

Sortly is SOC 2 Type II Compliant
Sortly is GDPR Compliant
Sortly has a published Data Retention Policy

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

Manual Self-Serve Backup

Prefer to keep your own copy of your data? Sortly has redundancies and recovery policies in place, and you can also back up your data by exporting it on a regular basis. All export types are available on web and mobile, though larger exports may be easier on web.

💡 On Premium or Enterprise plans, you can set up Report Subscriptions to have exports sent directly to your inbox automatically.

Here is a 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)

Need your data in a spreadsheet? This export gives you item details in a structured file.

Go to Reports and select Inventory Summary.

Select Export.

Choose CSV or Excel.

PDF Report (with Photos)

Want something you can look through or print? This export puts item photos and key details in a PDF.

Go to the folder, or use Advanced Search to filter items.

Select the three-dot menu, then Export, then PDF.

Choose your layout: Album, List, or Compact.

Dropbox Export (CSV and image files)

Need the actual image files as well as your data? This export sends both to Dropbox.

Select your items, then select Export, then Dropbox.

Connect Dropbox and choose to include data, images, or both.

To learn more, see Exporting Your Inventory in Sortly.