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Export Your Data

Download your contacts, invoices, bookings, expenses, and services as CSV files.

Download your business data as CSV files for backups, reporting, or sharing with your accountant.

What You Can Export

  • Contacts: all client records
  • Invoices: complete invoice history with amounts and statuses
  • Bookings: all appointment records
  • Expenses: business expenses with categories and amounts
  • Services: your service catalog

How to Export

  1. Go to Settings, then Export Data
  2. Choose the data type
  3. Optionally set a date range to narrow the export
  4. Click Export
  5. A CSV file downloads to your device

Common Use Cases

  • Tax time: give your accountant a clean export of invoices and expenses
  • Backups: periodic data backups for peace of mind
  • Reporting: analyse data in Excel or Google Sheets
  • Migration: export data if moving to another system
Tip: Export your invoices and expenses at the end of each financial year for your records.

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