How do I export my workspace data?
What you'll do: Open Data Export, tick the data types you want, choose CSV or Excel, set a date range for transactional data, and click Export. Available to Tenant Admin and Owner.
Steps
- Open Data Export from the navigation (in the Governance section).
- Tick the data types to include, grouped as:
- Master data (current snapshot): Customers, Products, Assets, Product OEMs.
- Transactional data (filtered by date): Quotes, Sales Orders, Invoices, Payments, Service Requests, Field Service Reports, AMC Contracts, Maintenance Plans.
- Each group has a Select all toggle.
- If you picked any transactional type, set a date range (up to 366 days per export). For master-data-only exports the date range doesn't apply and is disabled.
- Choose a format:
- Excel (.xlsx) — one sheet per type
- CSV — a zip with one file per type
- Click Export. Your browser downloads the file (an Excel workbook, or a zip of CSVs).
Who can export
Only Tenant Admin and Owner roles. Others see: "You don't have access to Data Export — Only Admin and Owner roles can export workspace data."
Good to know
- Amounts export exactly as they appear on your documents (Indian rupee formatting).
- Each data type is capped at 50,000 rows per export; narrow your date range if you have more.
- It's a good idea to export a copy of your data before a trial ends.