Download a spreadsheet (CSV) of your customers, jobs, estimates, invoices, payments, memberships, or equipment — for your accountant, a backup, or your own analysis in Excel or Google Sheets.
Who can do this: anyone whose role has Customers set to Everything — owners and admins out of the box. Each file also needs the matching area on the same role (for example Invoices & Payments plus Can see prices for the invoices and payments exports), so the page only offers the exports you're allowed. See Who can export data.
Open Settings → Import & export
Click your name in the bottom-left corner of the sidebar, choose Business, then click Import & export. Scroll to Export your data.
Click Export next to what you need
| Export | Includes |
|---|---|
| Customers | Contacts, source, tags, and addresses |
| Jobs | Status, customer, address, assigned tech |
| Estimates | Status, tier sold vs. proposed, conversions |
| Invoices | Amounts, balance, sent and paid dates |
| Payments | Method, status, and Stripe references |
| Memberships | Active plans, billing cycle, renewal dates |
| Equipment | Manufacturer, model, serial, warranty |
Each export is its own file. Export several if you need them.
Only need the jobs on your screen? The Jobs list has its own Export CSV and Print work list that follow your filters and download right away. See Exporting or printing the jobs list.
Confirm the email and click Export
The window fills in your email under Send to — change it if the link should go to someone else, like your bookkeeper. Click Export.
Download the file
Run a Call builds the file in the background, usually within a few minutes, and emails a download link. You can also download it from Recent exports on the same page:
| Status | Means |
|---|---|
| Queued / Generating | Being built. Click Refresh to check again. |
| Ready | Click Download |
| Failed | Something went wrong — the email explains, or try the export again |
| Expired | The link is older than 7 days. Run the export again. |
Download links stay valid for 7 days after the export is ready. Recent exports shows your last 25.
Export a filtered customer list
To export only some customers (one tag, one source, members only), use the Contacts list instead:
- Set the filters above the list: tags, source, membership, search, created dates.
- Click Export {n} customers. The button shows how many customers match; it's greyed out with No customers match when nothing does.
- The CSV downloads straight away.
Anyone who can see the Contacts list can do this. Up to 2,000 customers download directly. Above that you'll see More than 2,000 customers match. Narrow the filter, or an admin can email the full export from Settings › Import & export. Owners and admins also get Email the full export, which builds the same filtered list in the background and emails it like the exports below (the email subject says (filtered)).
A search matches at most 500 customers. If yours hits that, you'll see Search results are capped at 500 customers. Remove the search or narrow it, then export. Use tags or other filters instead of the search box for big groups.
<!-- labels: components/customers/*export* (PR #2141) -->Good to know
- Photos, files, signatures, and call recordings aren't included in these spreadsheets.
- Exports are a snapshot. They contain your data as of the moment the file was built.
- Need everything, or a different format? Send a request from Support and tell us what you need.