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How to export all your data from the platform for future use ?

All the data present on the platform : invoices, times, customers... can be downloaded in Excel files to archive your data or make reports.

🔓 Permissions required
Super Admin

Reading time

1 min

Setup length

1 min

Steps

1


Click on your First name at the top right > Data > then on the green button + New export.

implementation of the explanations given.



Fill in the form by selecting a Type, for example Invoicing - Invoices, the Team, a Project (or none to select them all), the Columns. Enter the Start Date and End Date. Check Include documents to export all invoices to PDF.
Click Save.

The file generates. Click the green down arrow to download the export.
It's done ! 🎉
You know how to export your data!

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