Exporting Data

Data stored within your Hudu environment can be exported in various different ways, including manually, into PDF or CSV formats; or by running automatic, weekly CSV exports.

Individual items stored within Hudu also come equipped with a "Generate Printable Version" button (Passwords, KB articles, Processes, Websites, and Assets), for generating a PDF view of the individual item. Each page generated by the print PDF function will contain the watermark configured in Admin > Design > PDF Handoffs.

Guides

To start exporting data, as a super admin, navigate to the Hudu admin area >>  Export Data.

PDF Handoffs

• Generate and download a copy of a client's data in a PDF format.

• Add a Watermark to the PDF Handoff in Admin > Design:

  • Use $COMPANY_NAME to automatically insert the company name

• Choose a client in the selection field, then select the information types you’d like to export from the list of options: 

• Core tools:

  • Passwords

  • Websites

  • Knowledge Base Articles

  • Process Runs 

• Museum

  • Archived passwords

  • Archived articles

  • Archived websites

  • Archived processes/runs

• Assets

  • Select which asset layouts you wish to export

You’ll receive an email when the export is complete, and the export will also appear in the exports area for a short time.

PDF Export Details

PDF exports include the following features:

• Export KB articles in PDF format

• Password OTPs included in PDF exports

• Table of contents listing individual records within each section

• Clickable table of contents navigation

• Support for right-to-left (RTL) languages

• Code block styling

• Date of export included in the PDF filename

Use Cases

• Single out specific data types for export per client [space]

• Off-site access to client documentation

• PDFs are ideal for printing and technician use

• PDF exports appear directly in Hudu (under the PDF column in Exports)

• Exports are temporary and available for a limited time (approximately 10 minutes to generate)

CSV

Generate and download a copy of your data in CSV format.

Either choose a client [space] in the selection field and click to export the individual clients' data in CSV format;

OR

Leave the selection field blank to generate a CSV export containing data from ALL of your clients.

Use Cases

• Export out all data from a single client in an importable format (used for off-boarding clients).
• Export out all data from all clients in an importable format.
• Manual CSV exports will appear directly in Hudu (underneath the CSV column in exports).

Automatic Exports

Enter your Amazon S3 (or any S3-compatible service) credentials and we will automatically export .csv versions of your data (Clients, Knowledge Base Articles, Passwords, Relations, and Assets) every week.

We recommend running a test export first to make sure that your S3 credentials are correct.

Use Cases

• CSV export (but always global) and puts it into a bucket of your choice
  • Easiest: Wasabi or DigitalOcean spaces.
  • Most Powerful: Amazon
• Always copies each week (Sunday)

Additional Information

The sections below provide helpful tips when running Automatic Exports. Click to expand the section!

Notes on Passwords

Examples

Provided below are some example credentials for our support providers. Click on the provider to expand the section!

Tools

Printable Versions

PDF or "Printable" versions can be generated for nearly every individual item stored within your Hudu environment. To generate printable versions:

• Navigate to an individual item stored within one of your spaces (i.e. a single KB article, password, asset, etc.).
• In the top right click Printer Icon then select Printable Version.
  • Depending on your Hudu version and the information type, it could instead say View PDF.
• This will open the information in PDF format, in a new window.

FAQ