Your data
Export your data
Settings → Export all your data
You can export your organisation's records as spreadsheets at any time, including after a free trial has ended and while a deletion request is pending. This is useful for your own backups, for moving to another system, and for answering data-portability requests under UK GDPR. Only organisation admins can run an export.
How to export
- Go to Settings and find Export all your data.
- Click Export all my data. We'll start preparing it in the background.
- When it's ready we email you a secure download link. For your security you'll need to be signed in to download, and the link stops working after 7 days.
What's in the download
A single ZIP file containing one CSV per area, so it opens straight into Excel, Numbers, or Google Sheets:
- customers.csv — your customer accounts
- contacts.csv — people linked to customers
- leads.csv — your sales pipeline
- invoices.csv — issued invoices
- quotations.csv — quotes
- sales_orders.csv — sales orders
- tasks.csv — your tasks
- suppliers.csv — your suppliers
- products.csv — your product and service catalogue
- projects.csv — your projects
- service_cases.csv — service desk cases
- credit_notes.csv — credit notes
- invoice_payments.csv — payments recorded against invoices
- analytics.csv — website analytics sessions, one row per session (no IP addresses are stored, so none are exported)
The export is a snapshot taken when you click the button, and those fourteen files are the whole of it.
Not included yet: line items, purchase orders, supplier bills and stock movements, and also notes, project tasks and files, campaigns and chat. If you are answering a UK GDPR portability request that reaches into any of those, take them out separately — purchase orders, supplier bills and the stock ledger each have their own CSV download on Reports → Purchasing — and tell us, so we can fold them into this export.