Exporting data

Exports are at Settings → Data. Exporting is owner-only and remains available while an account is paused for billing.

Single-type CSVs

Three buttons, one per record type: Contacts, Companies, Deals. Each downloads a CSV of every record of that type in the account.

These files use the same columns the importer accepts.

Export everything

Export everything produces a zip containing contacts, companies and deals as CSV files. It runs in the background and shows a Download zip button with the generation time when finished.

Audit log export

The audit log has its own export. Export CSV downloads the trail as currently filtered, named audit-log-YYYY-MM-DD.csv.

Other record types

CSV export covers contacts, companies and deals. For invoices, payments, projects and tasks, or for JSON output, use the API or the CLI:

work invoices list --per-page 100 > invoices.json