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Exporting Data

Export your complete data set for backup, migration, or offline analysis.

Navigate to Options > Export All.

Full Export

ExportContents
Export DataAll records — assets, service records, people, and vendors — as a downloadable archive
Export FilesAll file attachments (documents, photos, and other uploaded files) as a downloadable archive

Click Export Data or Export Files, wait for the archive to generate, then click Download. The table shows the date of the last export and the file size. A full export can be run once per day.

List Exports

You can also export any list view to a spreadsheet by clicking the Export button in the toolbar on the Assets, People, or Vendors list.