Import, export and data · How-to
Export your data
Download one kind of record as a CSV file, or prepare a ZIP of everything in your workspace.
Export one kind of record
On Settings › Data, press “Export” beside contacts, deals or another kind of record. A CSV file downloads straight away. A file of contacts or deals holds only the ones your role lets you see, with each one’s owner as an email address, so the file can be imported back. The button is only there if your role includes exporting that module. This works in a read-only workspace too.
Export everything
Under “Everything, in one file”, press “Prepare a full export”. It is built in the background: a ZIP with every record, your activity history and the files you have uploaded. You get a notice when it is ready. It can be prepared in a read-only workspace too.
Download it
When the export appears in the list, press “Download”.
Know how long it is kept
When an export is due to be removed automatically, “removed on …” beside it gives the date, so download it before then. You can delete it earlier with the bin button; nothing in your workspace changes.
Common questions
- Does the full export include HR data?
Yes. Everything in the workspace is in it, which makes it the way to keep a copy before HR data is erased. Prepare it before the renewal at which HR leaves.
- Can I export on the phone?
Yes, clients and deals, for people who may export: “Export clients” or “Export deals” under ⋯ in Clients or Deals. The file holds everything you can see, not only what is on screen, as a CSV that opens in Excel, and the share sheet opens with it. An export too large for one file is refused, with the reason.
- Can I export products on the phone?
Yes: “Export to CSV” under ⋯ in Products downloads the products as a CSV and opens the share sheet.
- Can I export the whole workspace on the phone?
Yes: Export takes one kind of record or the whole workspace; a workspace export is listed when it is ready, to save to Files or delete.
Read next
Delete an export or the whole workspace
Remove an export you no longer need, or delete the workspace and everything in it. Deleting a workspace cannot be undone.
What happens at renewal, and what a cancelled extra takes with it
Your licence and the extras you keep renew together — in hryvnia on one invoice, in euros or dollars in one charge. What you cancelled leaves at the renewal, and some of it takes data with it — Setvos tells you well before.
Cancel your licence
Stop your licence from renewing. You keep full access until the end of the term you have already paid for, and can take the cancellation back until then.
Set up roles and permissions
Use the four ready-made roles or build your own: choose what each role may do in every module and whose records it sees.
More in Import, export and data
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