Data Exporter Daily Sync Service
Daily automated download of your Actionstep data to a SQL Database.
This Add-on requires a subscription to the Actionstep Data Exporter service. For more information, please see the pricing tab.</div>
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 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.