How do I export the office's data?

An Excel file with the main records, or the full export with all the data and files — who can take them and how long they are kept.

On this page

How do I get the full export?

Under Settings → Data → Export & copies the office's data leaves with you, whenever you like.

Export	What it holds	Who
Excel	Projects, customers, partners, users, appointments, support requests and the financial picture, a sheet each — straight away	whoever changes the settings
Full data export	Every table as JSON and CSV, with a file explaining each field in the office's language, and the files in separate ZIPs by area	the owner only

How do I get the full export?

The button on the Full data export row builds it in the background and emails you when it is ready; one at a time, at most one every 24 hours. The download link opens only for the owner, after re-entering their password, and the export is kept for 7 days. Passwords and sign-in secrets are never included. Records in Deleted records are included, marked as such; files in the File trash are not.

Did this guide help?

Try Ergothiki for free Your office's projects, customers, time and files in one place.

Create an office