Export your full account data from Settings → Data Export. The platform runs an async export job and emails you when it's ready.
Open Data Export
Go to Settings → Data Export, then click + New export.
Pick options
| Option | Choices |
|---|---|
| Format | CSV or JSON |
| Scope | Full account, or specific entities (customers only, jobs only, etc.) |
| Date range | Applies to jobs / invoices / payments |
Start the export
Click Start export. The export queues; depending on data volume, it takes anywhere from a minute (small accounts) to half an hour (years of history).
When it's ready
| Where | What |
|---|---|
| Data Export page | List of past exports with status (queued, running, complete, failed) |
| Download link | Appears next to completed exports — valid for 7 days, then expires |
| You also get the link via email |
What's in the export
For a full export:
| Entity | Notes |
|---|---|
| customers | With lead_status, source, notes, contact info |
| properties | Addresses + equipment per property |
| jobs | Every job with status, type, customer, line items, timestamps |
| estimates | Every estimate with status, customer, amounts |
| invoices | Every invoice with status, customer, amounts, payment history |
| pricebook items | Your catalog |
| memberships | Active and historical enrollments |
| calls | Voice call records (transcripts and audio are NOT included; just metadata) |
| communications | SMS and email history (text content included) |
| equipment | Every unit with service history |
| purchase orders | With vendor info |
Permissions
Important
Only Owner can run a full-account export. Admins can run scoped exports (e.g. customers-only). Staff and Field cannot.
Format details
| Format | Detail |
|---|---|
| CSV | One file per entity. Headers in the first row. Zipped into a single archive. |
| JSON | One JSON document per entity. Easier to programmatically process. |
Use cases
| Use case | What you'd do |
|---|---|
| Annual archive | Pull a yearly snapshot for your records |
| Migrating to another system | Bring your data with you. (Other systems may have CSV importers.) |
| Reporting in Excel | Analyze in your tool of choice |
| Backup | Defense-in-depth alongside the platform's own backups |
What's NOT in the export
| Item | Why |
|---|---|
| Call recordings (audio files) | Privacy and storage reasons |
| Photos | File storage isn't included; recoverable separately on request |
| Signatures | Image data not included |
| Stripe payment details | Beyond the metadata Run a Call stores — Stripe handles the source of truth |
For these, talk to support.