3 min readUpdated July 2026

Export business data

Create a controlled data extract for review or portability.

Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open Settings and choose Data Export or System Export.
  2. Select the approved export scope.
  3. Run the export and wait for completion.
  4. Store the result in the approved secure location.
  5. Record who created the export and why.

Good practice

Exports can contain sensitive client and commercial data; handle them as protected records.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.