Export A Full Environment To Take Customer Data With You

By Michelle Sawa, Director of Product Research, Liongard

UTILIZE OUR EXPORTING CAPABILITIES TO ASSIST WITH PERIODIC BUSINESS REVIEWS, SYSTEM AUDITS AND OFFBOARDING.

On occasion, you may need to grab an entire environment to share with your customer, use for a certification audit or offboard a customer to another MSP. Liongard doesn’t hold your customer data captive—on the contrary, we make it quite simple to export it all at once for easy access wherever and whenever you need to utilize it. 

How Do I Access It?

To export an entire environment, navigate to the customer’s Single Environment Dashboard and click into the Systems tab on the left-hand side. Then, select Export Systems in the upper right-hand corner of the table and, in a matter of 10 to 15 minutes, you’ll have access to a zipped file containing individual Excel spreadsheets for each System Inspector’s latest inspection.