Exporting your data
Get a copy of all your data whenever you need it.
3 min read
Exporting your data
You can download a copy of your data at any time.
How to export
- Go to Settings → Data
- Click Export Data
- Choose what to export:
- All data
- Clients only
- Payments only
- Reminders only
- Click Generate Export
- Download the file
Export format
Data exports as CSV files, which you can open in:
- Microsoft Excel
- Google Sheets
- Numbers
- Any spreadsheet app
What's included
All data export
- Client information
- Payment history
- Reminder history
- Account settings
Clients export
- Names, emails, amounts
- Service details
- Notes
Payments export
- All payment records
- Dates, amounts, methods
How long does it take?
Small exports: Instant Large exports: A few minutes (we'll email you when ready)
Use cases
- Backup your data
- Share with accountant
- Move to another system
- Keep records
Related: How we protect your data
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