Exporting your records

Select the stream you want to export from the dropdown.

The dropdown shows the record count and field count for each stream.

Optionally tick "Include archived records" to include soft-deleted records.

Click "Export CSV" to download the file.

The CSV includes ID, Type, Current Step, Assigned To, Assigned Email, Archived, Created, Updated, plus all stream fields as columns.

If your organisation has the Invoicing plugin active, an "Export Invoices" section appears below the records export.

Select a date range using the From and To date pickers (defaults to last 90 days, maximum 365 days).

Optionally filter by invoice status (Draft, Sent, Viewed, Paid, Overdue, Partially Paid, or Void).

Click "Export Invoices CSV" to download.

The CSV includes invoice number, dates, status, customer details, subtotal (ex GST), GST amount, total (inc GST), amounts paid and outstanding, payment info, company name/ABN, currency, linked quote number, and line items summary.

Open the CSV in Excel, Google Sheets, or any spreadsheet application.

File fields are exported as JSON objects - you can extract the URL from the JSON if needed.

Maximum 10,000 records per export. For larger datasets, filter by stream or archive older records first.

The export respects the same organisation scoping as the rest of the app - you can only export your own organisation's data.