Exporting your data

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:

What's included

All data export

Clients export

Payments export

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