Export your data

Export all your data

1. 1

   Step 1: Request the export

   Choose Export all data. Tick Include uploaded documents to add every uploaded file and version. Organization owners and admins can do this.

   Where to find it

   1. Settings
   2. Data Export
2. 2

   Step 2: Wait for it to be prepared

   The export is prepared in the background; the page shows its progress. You get an in-app notification and an email when it is ready. One export runs at a time.

3. 3

   Step 3: Download the ZIP

   Choose Download. Each export can be downloaded for 7 days and is then deleted. Every download is recorded in the audit log.

   Where to find it

   1. Settings
   2. Data Export

What is in the ZIP

• One CSV file for every type of record, across the modules and the shared records: customers, suppliers, employees, products, the stock ledger, purchase orders, receipts, jobs, invoices, payments, credit notes, compliance records, assets, work orders, trade orders, shipments, agreements, rent charges and payments, tasks, the audit log and more.
• A members.csv file with your members’ names, emails and roles, and a README.txt that describes every file and column.
• With documents included: each file under documents/, and documents_index.csv listing every version. Archives are limited to 4 GB; files that do not fit are listed in the index.
• Money amounts are in minor units of the currency (125050 in INR is 1,250.50). Dates and times are in UTC.
• Passwords, integration and webhook secrets and invitation links are never included.

Export individual lists as CSV

1. 1

   Step 1: From a module

   Choose Export CSV on list pages such as invoices, payments, stock levels, stock movements, assets, compliance records, trade orders, shipments, units and agreements. The export follows the filters you have set.

2. 2

   Step 2: From Reports

   Download any module report with CSV. Products can also be exported from Inventory & Resources → Import & export.

   Where to find it

   1. Reports
3. 3

   Step 3: On a schedule

   Scheduled reports save a CSV in Documents every day, week or month.

   Where to find it

   1. Settings
   2. Automation & reports

Download your documents

• Every uploaded file, and each earlier version, can be downloaded from Documents by people with download permission.

Good to know

• Exports keep working when a workspace is read-only, including the full data export.
• The full export is read table by table, so records changed while it runs may appear in their old or new state.
• The platform database is backed up every night. Backups are kept for a limited time and then deleted, so data from a deleted organization stays in backups only until they expire.