Exporting Or Backing Up Your Account Data

You may be required to keep records of content for auditing purposes on your end. The following guides can be used for backing up of your account data, including eNewsletters, Contacts, eForm (Web Form) records, and Calendar Events.

Exporting or backing up your eNewsletters

The easiest way to backup your eNewsletters is to create a local file directory or a shared location on your computer where you can store a PDF copy of your newsletters. Your eNewsletters generate an automated printable PDF copy, which can then be saved to your computer or device or printed if required. 

NOTE: We recommend when saving your PDF’s in large amounts, to have a consistent naming convention as well as to separate via folders for the Year, such as: ExampleNewsletter YYYY-MM-DD.pdf where you date the newsletter by year (YY), month (MM), and day (DD). Titling of your newsletters in this format will also maintain them in a somewhat chronological order.

Generating the PDF – Schoolzine Built eNewsletters

1. Login to your Control Centre and select the SZ Newsletters tab from the left hand side menu.

NOTE: if you have both SZ Newsletters and DIY eNewsletters in your account, you may have to select the ‘eNewsletters’ tab first, before toggling to the SZ Newsletters via the button in the top ribbon.)

2. Select the URL of the Newsletter you would like to generate the PDF for which will open the eNewsletter in a new window.
3. Select the Print Button from the menu ribbon in the content window.
4. The PDF will open within your browser window, where you can then save the PDF using the interface.

You will then need to repeat the above steps for the newsletters you would like to generate/save the PDF for.

NOTE: (if the PDF does not open in a separate window, you may have popups disabled for your browser. For assistance in enabling pop-ups for Google Chrome please see the below guide:

1. Login to your Control Centre and select the eNewsletters tab from the left-hand side menu
2. Select the Name of the Newsletter you would like to generate the PDF for.
3. Select the Print Button from the menu ribbon.
4. The PDF will open within your browser in a new window, where you can then save the PDF using the interface.

You will then need to repeat the above steps for the newsletters you would like to generate/save the PDF for.

NOTE: (if the PDF does not open in a separate window, you may have popups disabled for your browser. For assistance in enabling pop-ups for Google Chrome please see the below guide:

1. Login to your Control Centre and select the eNewsletters tab from the left-hand side menu
2. Select the Name of the Newsletter you would like to generate the PDF for.
3. Click Preview to open the newsletter.
4. Select the Print Newsletter Button from the menu ribbon.
5. The PDF will open within your browser, where you can then save the PDF using the interface.

You will then need to repeat the above steps for the newsletters you would like to generate/save the PDF for.

NOTE: (if the PDF does not open in a separate window, you may have popups disabled for your browser. For assistance in enabling pop-ups for Google Chrome please see the below guide:

Exporting or backing up your Contacts

You may wish to export out your contacts, in order to reflect your current client database with the one that is stored in our system. Luckily this is quite easy and can be exported out as a CSV (comma delimited) excel spreadsheet.

For a comprehensive guide on exporting your contacts see the guide below:

Exporting or backing up your eForms (Web Forms)

You can backup your form records for internal records of permission forms, absentee records, or to keep a record of people that have subscribed through the Schoolzine System for example.

You can do so via the following means;

1. Login to your Control Centre and select the Content tab from the left-hand side menu and select Web Forms.
2. Select the Name of the Web form you would like to export the records for.
3. Select the Export Records Button from the menu ribbon where the records are listed.
4. You will have an Excel CSV downloaded to your computer.

Exporting or backing up your Events

You may wish to export your Calendar events in the system before you clean out old events at the start of the year, or export them before importing into another external calendar. You can do so via the following means;

1. Login to your Control Centre and select the Settings tab from the left-hand side menu and then the Calendar Settings button.
2. Select the Export Events button from the middle menu ribbon.
3. An excel CSV (comma delimited) with all the fields from your calendar will be downloaded to your computer.