Your data is yours. Add the Data Exporter app (it appears as Export Data in your sidebar) and download any of your core records as a spreadsheet whenever you like. Owners and admins can use it.

1. 1

   Open Export Data

   It's in the Apps section of the sidebar once added.

2. 2

   Choose a record type

   Clients, Contacts, Projects, Tasks or Invoices.

3. 3

   Download the CSV

   You get a spreadsheet of every record of that type across your agency. It opens in Excel, Numbers or Google Sheets.

• Use it for backups, bookkeeping, or moving to another tool.
• The CRM clients list also has an Export option for the clients you're looking at.
• Need everything, including files? Contact support and we'll help with a full export.