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Data Transfer

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Overview

The Data Transfer Utilities, located in the side toolbar, will allow you to download your inventoried data in Shapefile, Access, or Excel format. It will also allow you to upload data using either Excel or .csv formatted files.

This feature can only be accessed by users having the proper Upload/Download Data permissions configured in their user account. Please contact an Admin in your system if you’d like to request access to this feature.


Data Downloads

After opening the Data Transfer tool, you can select which type of file you would like. This opens another form where you can select the specific data layer(s) you would like to download.

Downloading a Shapefile or Excel file only allows you to download one layer at a time, which can be started by simply clicking on the layer name.

Downloading an Access file allows you to select multiple layers. To do so, select the layer(s) you want included in the Access download, and click the ‘Submit’ button.

You can choose to download the entire dataset (default) or only the sites that you currently have selected on your map by using the radio buttons located right above the layer names.

The resulting downloads will include all attributes in the system and will show the attribute’s Interface Name rather than the Display Name. If you would rather choose which attributes will be in the download and/or have the Display Name in the download, we recommend customizing the Data Grid and exporting the data through the Data Grid.


Photo Review

The Photo Review is a quick method for viewing all of the uploaded photos in the system. After clicking on Photo Review in Data Transfer Utilities, you are presented a form where you can fill out some criteria. This can be used to filter the data down and only show photos belonging to the sites that match the chosen criteria.

If you want to see all of the photos in the system, just choose the data layer(s) in the 'Facilities' criteria box.

After specifying the criteria, click ‘Submit’ at the bottom of the form. This will display the photos. See the next section for some of the functions you have access to on this screen.

Photo Review Criteria Selection

Photo Selection

Photo Review: Buttons

At the top of Photo Review there are also a set of buttons that can allow you to perform actions on any selected photos. From left to right those buttons are Rotate Photo Left, Rotate Photo Right, Toggle Guest Access, Download Photo, Delete Photo, Restore Photo and Clear Selection.

Below explains what each button does:

  • Rotate Photo Left: Rotates selected photo 90 degrees to the left

  • Rotate Photo Right: Rotates selected photo 90 degrees to the right

  • Toggle Guest Access: Toggles whether or not a guest can view the selected photo

  • Download Photo: Downloads the selected Photo

  • Delete Photo: Deletes the selected Photo

  • Restore Photo: Will restore a selected deleted photo if you have deleted photos set as shown

  • Clear Selection: Clears your current selection

You can also click the ‘View Site’ button beneath each photo to view the site the photo is associated with.

In order to use these functions, you must have one or more photos selected.

To select a photo, click the check-box in the top right corner of the image. This will turn the box surrounding the photo green, indicating that it is selected.


Import/Update

TreeKeeper also allows you to import or update data. When you select ‘Import/Update’ you will be asked to select an external data source and then you will be prompted to select the file containing the data from a location on your device. To find out more about the Import/Update feature, please check out the following documentation: Import/Update Inventory with an Excel file


Rover Utilities

If there is an ongoing Rover collection in your system, you may see three additional features in Data Transfer Utilities. Those features (Create Subscriptions, Manage Subscriptions, and API Logs) are utilities to help with Rover. If you do not see these, that means Rover is not currently enabled on your TreeKeeper, which is expected as nearly all TreeKeeper systems are delivered with Rover turned off.

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