Settings
Data Export
Export your firm's data to CSV or JSON files for backup or for use in another program.
You'll find this page in Settings under Firm.
The Data Export page creates export jobs that package your firm’s data into files another program can read, or that you keep as a backup. Your data is yours; this page is how you take a copy of it.
Running an Export
Choose New Export and give the job two things:
- Name (required): a label you’ll recognize later. Jobs are saved, so if you need the same export again you can click into the job and re-run it rather than setting it up from scratch.
- Format: CSV (comma-separated values, readable by nearly every application) or JSON (used by many newer web applications). If the export is destined for another vendor’s system, ask them which format they prefer.
When you confirm with Save and Run Export, the export runs and a zip file of your data downloads automatically.
The Job List
Past exports stay in the list with their type, name, when they last ran, and who ran them: a simple audit trail of when copies of your firm’s data were taken.