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Workspace export

Your data is yours. The workspace owner can export all of it at any time.

  1. Open Settings → Data & privacy. Only the owner sees this page.
  2. Click Request export and confirm with your password.
  3. The export is prepared in the background: records collected, files collected, packaging. You can leave the page.
  4. When it is Ready, click Download. The link works for a limited time; afterwards request a new export.
  • every core table as JSONL and as CSV: contacts, deals, projects, tasks, time entries, quotes, invoices, payments and more,
  • every uploaded file and generated document,
  • a README that explains the files.

The export includes the data of modules that are switched off, so nothing is left behind.

Delete archive removes a prepared export from the server. Your workspace data is not affected.

Updated: 2026-10-13 · App version: October 2026 · Capability: Whole-workspace portable export (phased job, ZIP/CSV/README, Settings → Data & Privacy, fresh-auth) · Markdown