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This guide covers all data exporting capabilities in the Affelios platform, including report exports, data backup procedures, and integration options for external systems and analytics tools.

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Data Export Overview

Export Capabilities

Affelios provides comprehensive data export functionality to help you backup important information, integrate with external systems, and maintain data accessibility for analysis and compliance purposes.

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Export Types

Analytics and Performance Data:
  • Performance reports and analytics
  • Commission and revenue data
  • Click and conversion tracking
  • Affiliate performance metrics
Export Formats:
  • CSV files for spreadsheet analysis
Program Management Data:
  • Affiliate account information
  • Commission plan configurations
  • Brand and product data
  • User and permission settings
Backup Purposes:
  • Data preservation and archival
  • Migration to other platforms
  • Compliance and audit requirements
  • Disaster recovery planning
Financial Records:
  • Commission payment history
  • Revenue and transaction data
  • Invoice and billing information
  • Financial reconciliation data
Accounting Integration:
  • Export for accounting systems
  • Tax reporting and compliance
  • Financial analysis and reporting
  • Audit trail maintenance

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Export Methods

Available Export Options

Choose from multiple export methods based on your data needs, frequency requirements, and integration preferences.

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Manual Exports

On-Demand Exports:
  • Export any report or dashboard view
  • Select specific date ranges and filters
  • Choose CSV export format
  • Download immediately to your device
Export Process:
  1. Navigate to the report or dashboard
  2. Apply desired filters and date ranges
  3. Click the export button
  4. Select CSV format and download
  5. Save file to desired location

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Export Formats and Filtering

CSV Export with Filtering

Export data in CSV format with filtering options to meet your specific data needs and requirements.

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Supported Formats

Comma-Separated Values:
  • Universal compatibility with spreadsheets
  • Lightweight and fast processing
  • Easy data manipulation and analysis
  • Standard format for data import/export
Best For:
  • Data analysis in Excel or Google Sheets
  • Database imports and migrations
  • Custom reporting and analysis
  • Large dataset handling

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Filtering Options

Filtering Options:
  • Date range specifications
  • Affiliate or brand filtering
  • Geographic or demographic filters
  • Performance threshold filters

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Data Backup Procedures

Comprehensive Backup Strategy

Implement effective data backup procedures to ensure data preservation, compliance, and business continuity.

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Backup Planning

Manual Backup Schedule:
  • Daily exports for critical data
  • Weekly comprehensive backups
  • Monthly full data archives
  • Quarterly compliance backups
Backup Management:
  • Manual export processes
  • Cloud storage integration
  • Backup verification processes
  • Retention policy management
Critical Data Types:
  • Affiliate account information
  • Commission and payment records
  • Performance and analytics data
  • Program configuration settings
Compliance Data:
  • Financial transaction records
  • Audit trail information
  • Regulatory compliance data
  • Legal documentation
Storage Options:
  • Local file storage
  • Cloud storage services
  • External hard drives
  • Network-attached storage
Security Considerations:
  • Encrypted storage solutions
  • Access control and permissions
  • Backup verification and testing
  • Disaster recovery planning

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Backup Best Practices

1

Identify Critical Data

Determine which data is essential for business operations and compliance requirements.
2

Establish Backup Schedule

Create a regular backup schedule based on data criticality and change frequency.
3

Establish Manual Processes

Set up manual backup processes to ensure consistency and reliability.
4

Test Backup Procedures

Regularly test backup and restore procedures to ensure data integrity.
5

Monitor Backup Status

Track backup completion and verify data integrity manually.

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Compliance and Security

Data Protection and Compliance

Ensure your data exports comply with regulations and maintain security standards for sensitive information.

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Compliance Requirements

GDPR Compliance:
  • Data subject rights and requests
  • Data portability requirements
  • Privacy impact assessments
  • Consent management and tracking
Data Security Standards:
  • ISO 27001 compliance
  • Data encryption standards
  • Access control and authentication
Audit Requirements:
  • Regular security audits
  • Compliance assessments
  • Documentation and reporting
  • Continuous monitoring

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Security Best Practices

Encryption Standards:
  • Data encryption in transit
  • Data encryption at rest
  • Strong encryption algorithms
  • Key management and rotation
Secure Transmission:
  • HTTPS and TLS protocols
  • Secure file transfer methods
  • Encrypted email delivery
  • Secure cloud storage
Authentication and Authorization:
  • Multi-factor authentication
  • Role-based access control
  • Principle of least privilege
  • Regular access reviews
Data Handling:
  • Secure data processing
  • Data minimization principles
  • Secure data disposal
  • Incident response procedures

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Troubleshooting Export Issues

Common Export Problems

Address frequently encountered issues with data exports to ensure reliable data access and backup procedures.

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Technical Issues

Symptoms:
  • Export process fails to complete
  • Incomplete or corrupted files
  • Timeout errors during export
  • Missing data in exported files
Solutions:
  • Check internet connection stability
  • Reduce export size or date range
  • Contact support for large exports
Symptoms:
  • Data formatting appears incorrect
  • Special characters not displaying properly
  • Date/time formats are wrong
Troubleshooting:
  • Check character encoding settings
  • Review date/time format preferences
  • Verify CSV import settings in your application
Symptoms:
  • Slow export processing
  • System performance degradation
  • Memory or resource errors
  • Export timeouts
Resolution:
  • Optimize export parameters
  • Schedule exports during off-peak hours
  • Use API for large data exports
  • Contact support for optimization

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Data Quality Issues

Symptoms:
  • Expected data not included in exports
  • Incomplete historical records
  • Missing affiliate or transaction data
  • Gaps in time series data
Investigation:
  • Verify data collection settings
  • Check date range and filter settings
  • Review data retention policies
  • Contact support for data issues
Symptoms:
  • Exported data doesn’t match dashboard
  • Calculation discrepancies
  • Inconsistent metrics across exports
  • Data validation failures
Resolution:
  • Verify export parameters and filters
  • Check calculation methodologies
  • Compare with source data
  • Contact support for validation

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Getting Support

Need assistance with data exports or experiencing technical issues? Our support team can help with:
  • Export configuration and optimization
  • Data format and compatibility issues
  • Large dataset export assistance
  • Integration and migration support
Contact support through your Affelios dashboard or reach out to your account manager for personalized export assistance.

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Next Steps

Advanced Data Management

Now that you understand data exporting capabilities, explore advanced features to maximize your data management and analysis capabilities.
Advanced Features:
  • Custom data transformation and formatting
  • Manual backup and disaster recovery
Additional Resources:
Start with regular manual exports to understand your data needs, then establish consistent manual export schedules for critical data. Always test export procedures and verify data integrity before relying on manual processes.
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