How to keep your own copy of UniAsset data
What is already protected
Most data loss is someone removing something they should not have. UniAsset is built so that is hard.
Archive, never delete. Assets, documents, images, people, locations, departments, categories, statuses, custom fields, PM rules, and checklist templates all archive rather than delete. The action is reversible.
History is append-only. Asset timelines, billing events, escalation logs, stock ledger rows, and incident snapshots are written once and never modified or deleted.
Hard deletion is reserved for deleting an entire organization, which is Owner-only and carries a 30-day recoverable grace period.
So the everyday recovery path is unarchiving, not restoring a backup.
When to take your own export
Even so, an extract is worth having before anything irreversible or large:
- Before deleting an organization — erasure is permanent
- Before a bulk import or restructure
- At year end, particularly the Fixed Asset Register
- Before an audit
- Periodically, as a matter of routine
How
Assets: filter the asset list, then export. Custom fields are included.
Reports: export to CSV, Excel, or PDF from Dashboard → Reports.
The Fixed Asset Register: the snapshot export is a point-in-time statement of gross cost, accumulated depreciation, and net book value, and it can include disposed assets. This is the one to keep at year end.
Full detail: How to export your data.
What an export is not
An export is a point-in-time extract, not a restore path.
There is no route to re-upload an export and reconstruct an erased organization. Importing a CSV creates assets — it does not restore history, timelines, documents, work orders, or incidents.
Treat exports as evidence and analysis material, not as a recovery mechanism.
Storing your exports
They contain your operational and financial data, and often personal data — names, employee IDs, contact details.
Store them where you would store any other business record of that sensitivity, and delete them according to your own retention policy.
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