To request an export or a backup copy of your Workspace data, email privacy@kylon.io from the email address you use with Kylon, as described on the Account and data page. For a single App, you can also ask an Agent to write the records to a file and download the file from the reply. If you have questions about exporting, email privacy@kylon.io.

Before you start

  • You need to be able to open the App. Access follows the Room the App lives in.
  • Decide which records you want. In the Data Viewer, use Filter and Group by to look at the set you want first.

Steps

  1. Open the App. Open the Room that has the App and select the App under Apps. For an App without its own interface, the Data Viewer shows its records.
  2. Ask an Agent for a file. In the Room, mention an Agent, or open App chat from the App, and describe what you need. For example: "Export all records from the Projects App to a CSV file. Include every field, and only records where Status is Active." Name the App, the kind of record, the fields, any filter, and the file format you want. You can ask for CSV or Excel. There is no guaranteed record limit, so large exports may take longer.
  3. Check the file. The Agent replies with a file in the thread. Open it to preview. A preview of a large file may show only the first rows, with a note to download the file to see all data.
  4. Download it. Select Download on the file card, or open the file and select Download. Your browser then saves the file.

If you plan to stop using your Workspace

If you are closing or no longer using a Workspace and need more help with its data, email privacy@kylon.io. Include the Workspace name and what you need.

What happens next

  • The file is a copy. Changing it does not change the App, and later changes to the App do not update the file.
  • The file is stored in the Room, so everyone who can open the Room's files can open it. Delete the file from the Room's Files when you no longer need it.

If something goes wrong

  • The Agent says it cannot open the App: check that the Agent is in the Room where the App lives. See What Agents can see and do in your Workspace.
  • The file is missing rows: ask the Agent how many records it wrote and compare with the Data Viewer, then ask it to write the file again.
  • The Data Viewer says it is not available: use Ask agent to fix on that screen.