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Exporting your data
Web app1 min readUpdated
Download a portable JSON export of the whole company — settings, team, customers, properties, templates, quotes and audit records — and import one back to start a new company from it.
It is your business. You can always take it with you.
The export
One click downloads a portable JSON export of your whole company:
- Settings
- Your team
- Customers and properties
- Room and task templates
- Quotes
- Audit records
Not a screenshot, not a PDF, not a report — the records themselves, in a format something else can read.
The import
An export can be imported back: settings, templates, customers and properties into a new company. That is useful in two situations that come up more often than you would expect — starting fresh, and spinning up a second brand that should begin with the library you have already spent a year tuning.
The message log
Every email and every text the system sends — confirmations, reminders, quotes, pay-by-links — is logged with its outcome. "Did that actually send?" has an answer.
Alongside it is the company-wide activity trail: who did what, when, to which record, pageable and filterable. See Team, roles and permissions.
Reports
Every report your plan includes exports to CSV in one click, and on Pro and Business the same reports flow into Zapier or Make on a schedule. See The dashboard and reports.