Data Exporter Daily Sync Service
Daily automated download of your Actionstep data to a SQL Database.
Please note: This Add-on requires a subscription to the Actionstep Data Exporter service. For more information, please see pricing tab.
WorkCloud Applications’ data sync automation Add-on for Actionstep:
- Provides a daily sync from the Actionstep Data Exporter service
- Removes the need to manually download from Actionstep and load in to your local SQL database
- Gives you the ability generate up-to-date reports
- Automates a download from Actionstep’s ‘Data Exporter Service’
- Automatic extraction and decompression
- Uploads raw data into Microsoft Azure SQL database
- Includes a free Microsoft Azure SQL Database managed by WorkCloud Applications
- Daily Success email
- Free email and online support
Terms & Conditions: Actionstep's Data Exporter service requires additional subscription charges - please contact Actionstep regarding this. A self-hosted Azure Database requires WorkCloud Applications to have full admin rights to the database instance the data will be loaded into. On-premise SQL server options are available, and may include additional charges. Price is in AUD and includes GST, and is based on a database of up to 100 users. A 12 month subscription minimum applies.
The system additions, workflows, and/or document templates contained in this add-on are included as examples only, and you are solely responsible for configuring the system to meet your needs and to comply with local regulatory requirements. We update and maintain this add-on as per our third-party liaison recommendations, but cannot guarantee the contents will always remain up-to-date for your region. Actionstep and other providers will not be liable under the law of tort, contract or otherwise for any loss of profits or any indirect or consequential loss or damage, however caused, arising out of, or in connection with, the use of this add-on.
The following data can be exported:
- Matters (includes metadata such as the date created, type, current step, last activity, etc)
- Participants linked to a Matter
- Names of Matter types (workflows)
- Custom values for contacts that are saved to a matter or to the contact record
- Client billing invoices, including amounts, status, etc
- Fee and expense allocation to fee earners on billing invoices
- Contact record linked to matters and time entries
- Time entries
- List of participant types in the system
- A separate table is created for each custom data collection, defined for each matter type (also known as a workflow)
WorkCloud Applications’ data exporter Add-on for Actionstep is $125 per month.
- Actionstep’s Data Exporter service requires additional subscription charges of $200 per month- please contact Actionstep regarding this.
- A self-hosted Azure Database requires WorkCloud Applications to have full admin rights to the database.
- On-premise SQL server options are available, and may include additional charges.
- Price is in AUD and includes GST, and is based on a database of up to 100 users.
- A 12 month subscription minimum applies.