~netlandish/links-wiki

46963bb072b7b5c5fdef3f52258f4d755b06e7f9 — Peter Sanchez 11 days ago 67b0043
Adding organizations and import-export pages
5 files changed, 155 insertions(+), 0 deletions(-)

A .gitignore
M getting-started.md
A import-export.md
M index.md
A organizations.md
A .gitignore => .gitignore +1 -0
@@ 0,0 1,1 @@
notes.txt

M getting-started.md => getting-started.md +6 -0
@@ 159,3 159,9 @@ To add new new short URL, login to your account and do the following:
1. Click the "Save" button.

All done. You can now see the new URL in your short listings.

# Importing data

You can quickly populate your account organization by importing data from
various sources. Please see the [Import page](import-export.md) for more
information on this process.

A import-export.md => import-export.md +49 -0
@@ 0,0 1,49 @@
---
title: 'Import and export data with LinkTaco'
description: 'How to import or export data with LinkTaco'
---

We've made it easy to migrate to LinkTaco and populate your organizations with
the bookmarks and notes you want to save. Also all data in your LinkTaco
account is yours. You can export it anytime you'd like.

# Importing

Currently you can import bookmarks (links and notes) from [Pinboard][pb],
Firefox, Chrome, and Safari. It's a very straight forward process for each of
these and shouldn't take more than a minute or two to complete.

You must login to your account and do the following:

1. Click "Settings" on the left menu
1. Click the "Manage Organizations" button on the settings page.
1. Find the organization you want in your list click the "Actions" button.
1. Click the "Import" menu option
1. Select the data source you plan to import.
1. View the export instructions from the selected data source. They are
   automatically updated in the bottom of the form when the data source is
   changed.
1. Follow the export instructions to obtain the import source file.
1. Attach the exported source file into the import form.
1. Click the "Import" button.

That's it. An import is usually pretty instantaneous but depending on the size
of the data being imported it may take a minute or two for it to show in your
organization.

[pb]: https://pinboard.in

# Exporting

LinkTaco allows you to export your bookmarks data in JSON or HTML data formats. To
export your data you must first login to your account and do the following:

1. Click "Settings" on the left menu
1. Click the "Manage Organizations" button on the settings page.
1. Find the organization you want in your list click the "Actions" button.
1. Click the "Export" menu option
1. Select the data format you'd like to export in (JSON or HTML)
1. Click the "Export" button.
1. Save the file to your local system.

That's it.

M index.md => index.md +2 -0
@@ 8,6 8,8 @@ description: 'Documentation for the software and usage of LinkTaco'
# How to Use LinkTaco

- [Getting Started](getting-started.md)
- [Understanding Organizations](organizations.md)
- [Import / Export Data](import-export.md)
- [Custom Domains](custom-domains.md)

# Technical / Development

A organizations.md => organizations.md +97 -0
@@ 0,0 1,97 @@
---
title: 'Understanding Organizations in LinkTaco'
description: 'What are organizations in LinkTaco?'
---

In LinkTaco, you have one account. Each account can own "unlimited"
organizations. What is the difference between the two?

An account is what you use to login. Think of it like your email and password.
This is the identity that is used to link all your data together as owned by
your account.

An organization is more like a grouping of data. So all your bookmarks,
listings, shorts, QR codes, custom domains, etc. all are linked to the given
organization.

Organizations are also what are paid for. So when you want to upgrade to a paid
organization it's done so at the organization level. Since each account can
have multiple organizations this allows an account to combine both paid
organizations and free organizations.

Every account can have up to **two free organizations**. After that if you'd
like to add a new free organization you must pay for an existing organization
first. This will free up a new free organization slot and you can then create
your new organization.

# Difference between free and paid organizations

A free account can do pretty much everything a paid organization can do but
with some limitations. Probably the biggest one is that free organizations can
not save private links or notes. All free organization data is public facing.
For most cases this is not a big deal but if you'd like to save private links
and notes, then you should pay for your organization. It's very affordable and
helps continue the development and operation of LinkTaco.

You can see all of what's included on the [pricing page][pricing].

There are also two types of paid plans. There is Personal and Business.
Personal plans are billed on a yearly basis and Business are billed monthly.
They are similar except the Business plan has a few extra benefits that are
useful for organizations with multiple users who want to collaborate.

Some of the bigger advantages of a paid organization is:

- Private bookmarks & notes
- The use of custom domains for your organization services
- Full analytics
- Collaboration with other users (Business)
- Unlimited users can be a part of the paid organization (Business)
- Integration with third parties (Slack, MatterMost, etc.) (Business)

If you would like a paid Personal account and can't afford it we are happy to
sponsor accounts on case-by-case basis. Also if you're an open source project
who would like to have a paid account for the project we would be happy to
help. In both cases above please send an email to
[hello@linktaco.com][ltemail] and explain your situation.

[pricing]: https://linktaco.com/pricing
[ltemail]: mailto:hello@linktaco.com

# Using Bookmarks, Notes, Listings and Shorts

If you haven't seen the [Getting Started](getting-started.md) page yet, this
explains how to use these services. You can change which organization is
currently in use by selecting the organization you want in the drop down select
field in the top left corner. You must be logged in to see this.

Then just save your links as you would always do. The organization it's saved
too is the one currently selected (though you can optionally change that in the
various data input forms)

# Managing your organizations

Because each organization is it's own entity with it's own settings, bookmarks,
listings, etc. the settings are also grouped together by organization.

You can find and manage your organizations by doing the following:

1. Click "Settings" on the left menu
1. Click the "Manage Organizations" button on the settings page.
1. Find the organization you want in your list (if you have many there is a
   search box at the top of the listing page to filter your organizations).
1. Click the "Actions" button and you will have the following options in the
   menu:
  - Manage Subscription
  - Payment History
  - Edit
  - [Export](import-export.md)
  - [Import](import-export.md)
  - [Domains](custom-domains.md)
  - Integrations
  - Manage Members
1. Select the menu item you want and you will directed to that specific
   settings page for the organization.

Each settings page is pretty self explanatory. The options are linked to
specific help pages if they exist.