Export your data

Every list has Import / export beside New. Export gives you a file with every field the screen has, custom fields included, in columns the import reads back without changes.

Steps

1. Open the list (for example Contacts, Orders or Inventory). Search or filter it first if you only want some records.
2. Press Import / export.
3. Under Export, choose what this list shows, with its filters, or All of them.
4. Press Excel (.xlsx) or CSV.
5. The file downloads. The dialog says how many records went in.

What is in the file

• Every field, custom fields included.
• A linked record by name: a contact's name, an order's number, a product's name.
• Dates as 2027-06-12, numbers as numbers, Yes or No for switches.
• Quotes and orders come out one row per line item, under the booking's number in Booking reference, with the client's name, email and phone.
• Costs are left out.

Good to know

• "What this list shows" means every page of it, not just the rows on screen.
• One file holds at most 50,000 records. Past that, filter first.
• You can also tick records on a list and export just those from the bar that appears.
• Every export is recorded with your name. See The export log.
• Exporting needs the Export to a spreadsheet switch on your role, or an admin login. See Roles and permissions.
• For a full copy of everything, every night, set up backups. See Backups.

If something goes wrong

• "Exporting ... needs the Export switch on your role." Ask an admin to switch on Export to a spreadsheet for your role, or to export it for you.
• There is no Export section. Some screens have nothing to export. Employees, timesheets and Dispatch export, but have no import.