Backing Up & Exporting Your Data

Articles

Archive Plan FAQ
The Archive Plan keeps your existing Pipeline data online and read-only for a low monthly rate. Answers to the common questions about pricing, access, and switching. How much does the Archive Plan cost? $35/month. It's billed monthly, and the...
Archive Plan
The Archive Plan keeps your Pipeline data online and read-only for a low monthly rate, so you can step away from the service without leaving your records behind. Introduction Most offices that stop using Pipeline don't stop needing what's in it...
Clear Out Transactions Past Your Retention Window
Your state says seven years and you have fourteen. Before you delete anything, it's worth knowing what deletion actually buys you — and what it costs, because it can't be undone. Introduction This comes up every time an office reaches a milesto...
Data Retention FAQ
Pipeline keeps your data for as long as your account is active and gives you a window to recover deleted items. Answers to the common questions about how long your data lasts. How long does Pipeline keep my data? At least 10 years, and in prac...
Data Retention
How long does Pipeline keep your data? Here's what stays, what's recoverable, and for how long. Introduction Real estate records outlive the deal. A state audit, a lawsuit, or a referral dispute can land years after closing, and your license us...
Get Files Out of an Archived Account
An office wound down onto the Archive Plan and now somebody needs a file out of it. The records are all there — the only thing standing between you and them is who's allowed to sign in. Introduction The Archive Plan keeps a closed office's data...
Get Your Files Out Before You Go
Closing your account doesn't have to mean losing the paperwork. Collect your backups while the account is still open, and the whole archive leaves with you. Introduction You've decided to leave, and years of transactions are sitting in Pipeline...
Monthly Backups FAQ
Pipeline generates a downloadable backup of your account every month, included with your plan. Answers to the common questions about what's included, downloading, and ordering past backups. How long is each monthly backup available? 30 days. ...
Monthly Backups
Every month, Pipeline builds a downloadable copy of your account so you always have an offline record of your transactions and documents — yours to keep, whether you're just being cautious or planning ahead. Introduction Most offices never down...
Order Backups for Months You Never Downloaded
A month's backup is downloadable for 30 days, and then it's gone from the page. The months you missed aren't lost — our Tech Team can build them again, and this is how to ask. Introduction Every month, Pipeline generates a downloadable copy of ...
Produce Your Records for a State Audit
An auditor named a period that reaches back years, and every transaction in it is already in your backups. This is how to get them out and into the auditor's hands. Introduction Audit requests don't arrive as a list of deals. They arrive as a s...
Why Won't My Backup Open?
A backup that won't open, or that throws a "Backup Invalid" error, almost always comes down to an interrupted download or the tool you're using to unzip it. Here's how to clear each cause. Check the File Size First The most common cause is a do...
Wind Down an Office and Keep the Records Online
The office is closing, but the records still have to be reachable for years. Winding down onto the Archive Plan keeps them online and searchable without keeping you on a full plan. Introduction Some offices don't leave Pipeline so much as stop ...