Exporting your data
written by Albert
Updated July 2, 2026
Settings → Export produces every document as PDF and every table — clients, rates, payments — as CSV. Exports are yours; there is no lock-in by inconvenience.
Big workspaces get a download link by email when the archive is ready.
The CSVs are plain and boring on purpose — one row per record, headers that say what they mean — so they open in a spreadsheet or import into whatever comes next without a converter. Run an export any time; it is also the sane first step before closing an account or a big cleanup.
Still stuck? Contact support — a person reads every one.