Secure Data Retention

 

boberdoo's Secure Data Retention feature allows you to automatically or manually export your lead data to your Amazon Web Services S3 bucket. During this process, boberdoo securely exports your data to your S3 bucket at which point the data is encrypted and only accessible with permissions controlled using Amazon's KMS feature.

Automated Data Export

Specify rules for each lead type to automatically and securely export your lead data in real-time or at the hourly or daily interval or your choosing.

Manual Data Export

Identify a date range and lead type and manually trigger a secure lead export to your Amazon S3 bucket.

For both the automated and manual data export options, boberdoo connects with your Amazon Web Services account to securely transfer lead data into an S3 bucket of your choosing. In order to build this connection, please follow our Secure Export Setup Guide.

Automated Data Export

boberdoo’s automated data export feature allows you to identify an hourly or daily export interval for all new leads that enter the system.

For each lead type, you can select one of two export options.

  1. All Lead Fields: Export lead data only
  2. Admin Leads Report Fields: Export lead data plus all additional buyer details, transaction information and fields that appear in the Admin Leads Report


Manual Data Export

boberdoo’s data export feature can also be triggered manually from within your system. Navigate to Tools/Logs > Secure Export. From this page you can identify a date range, lead type and the field export type before running the export.

  1. All Lead Fields: Export lead data only
  2. Admin Leads Report Fields: Export lead data plus all additional buyer details, transaction information and fields that appear in the Admin Leads Report

The manual export tool cannot be used for the current day. In order to export data for the current day, you must utilize the automated data export option.

secure data retention


Secure Data Retention + Leadsystem Security Features

The data retention options listed above can be used on their own as basic database backups, but they are best used in conjunction with boberdoo’s other security features.

Secure Data Retention + Lead Field Security

When used together with boberdoo’s Lead Field Security option, all data is decrypted in the export process. This allows you to view full lead details from your Amazon account and manage lead data access using Amazon’s permission settings.

Secure Data Retention + Data Deletion

boberdoo’s data export options were built to work alongside it’s Data Deletion Options. We strongly encourage you to utilize a lead security strategy that first exports your lead data before deleting it from the boberdoo system and database.

Reprocess Cleaned Lead Data

Any lead type that has both lead export and lead field cleanup configured can still reprocess leads that have fields that have already been cleaned. Once configured, you can trigger the reprocess of a cleaned lead, automatically retrieve the full lead details from your Amazon S3 bucket and update and reprocess the cleaned lead with the full lead details. After the lead is reprocess and matched to a buyer, the lead is once again cleaned immediately.

Explore boberdoo's Entire Security And Data Retention Suite