Exporting Passportal Data to CSV

You can export:

  • Clients
  • Users
  • Passwords
  • Your My Vault (your personal credentials)

Where an export of articles, procedures, assets, and other documentation is required, a Runbook needs to be generated. Please see Using Runbooks to create this export.

To export Clients, Users, Passwords, or your My Vault:

Where you need specific Client, User or Password data, remove the unrequired data from the exported CSV or use the Backup Utility.

  1. Navigate to Settings > Import / Export.

    2. Pro User account requires either the Admin: Export Data or Import Data permissions to access this area.

  2. The Export section is to the lower half of the Import / Export screen. Use the radio buttons to select Clients, Users, Passwords, or your My Vault.

  3. (Optional) Select the Include disabled Items checkbox if required.
  4. (Optional) Select the Include headers if required.
  5. (Optional) Select the Include Totp secret if required.
    1. (Optional) Choose the Export All radio button to include all credentials (whether they have Totp or not).
    2. (Optional) Choose the Export with Totp only radio button to only export credentials that have a Totp, and exclude credentials with no Totp.
  6. When Passwords or My Vault have been selected, the Filter by credential types dropdown menu is available to select a specific credential type. Select the required credential type if required.

    7. Do not select any credential type to export passwords for all credential types.

  7. Click Export. The CSV file will now download.