The various methods and use cases for exporting data from Trovata have been summarized below.
Grid Mode
This method of data extraction within Trovata is intended to be used as a convenient way to download data that can be used for a "point in time" task, report, analysis, or search that is focused on a subset of your data (i.e. Balances module Grid Mode of all banks/accounts, or a Transactions module Grid Mode of prior month's data). The resulting download is best utilized for data related to that specific task, and is not as often used for extensive data extraction (i.e. months or years worth of data).
Workbooks
Workbooks is a useful data extraction tool for period based intervals that require automation around the data extraction. Workbooks is capable of extracting large amounts of data at once, however, is not the preferred method to automate data extraction programmatically, especially if the goal is to store the data into an external database. Workbooks is great for non-technical users that need a reliable method to extract raw transaction and balance data from Trovata for use in their own spreadsheets. Trovata recommends to use quarter intervals for exporting purposes to avoid the possibility of browser instability.
Developer API
The Trovata Developer APIs and application model allows for IT to integrate the data from the Trovata instance into their other business systems through reliable and scalable interfaces that can provide large volume data transfer. The data is formatted in JSON and can be used to programmatically automate the seeding of data warehouses, update downstream applications with point in time data, and provide a real time status of the data that is available within Trovata. In addition, for applications that support API connections as data sources, it can provide a streamlined way for data visualization applications to interact with Trovata data.
Excel API
