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Downloading all your data

A complete copy of your records and documents, any time.

Your data belongs to you. A manager with full access can download everything at any time:

  1. Go to Settings → Your data, import and billing.
  2. Click ⬇ Download all our data. It may take a minute if you have many documents.

You get one zip file containing every record as a spreadsheet (opens in Excel), everything in one data file (for moving to another system), and every uploaded document. Passwords are never included.

The file contains personal and sensitive information — store it securely and delete it when you no longer need it. Downloads are recorded in the change log.
← Importing staff and training from a spreadsheetKeeping and deleting records →

Still stuck? Contact support or speak to your customer manager.