Export all workspace data as JSON
Take a complete copy of every record in your workspace from Settings, then Account & billing, then Data, and know what is left out.
Your data is yours. An admin can take all of it out at any time without asking anyone, including while the workspace is read-only or scheduled for deletion. This article runs the export and describes what is in it.
Steps
- Go to Settings, then Account & billing, then Data.
- Click Export all data. The export is queued and usually finishes within minutes.
- Watch for the email with the download link. The Data tab also lists recent exports with status and size.
- Download the zip and store it. The link works once.
What is inside
- Every table in your workspace database: clients, projects, time entries, retainer periods, allocations, invoices, payments, proposals, packages, signatures, contacts, companies, deals, notes, email sends, reports, coverage pieces, settings, users, and the audit log.
- One JSON file per table with column names as keys. Dates are ISO-8601 in UTC, binary values are base64.
- A format marker so a future importer can recognise the file.
What is left out
- Credentials: Google OAuth tokens, Gmail and Calendar refresh tokens, connected-account tokens, personal and service API token hashes, OAuth client secrets.
- Secrets that gate public pages: proposal and portal password hashes, invoice and report share tokens, unsubscribe tokens.
- Platform records about your workspace such as billing and backup rows, which live outside your database.
The rule is enforced by a test that scans the schema for secret-shaped columns, so a new one is either denied or consciously exempted.
Smaller exports
Most list pages have an Export CSV button that respects your current filters: Time reports, Time logs, the CRM lists, coverage, and invoices. These carry hours and, where your role allows, billed value, so share them with care.
What to check
- Exports are logged in the audit log with who requested them.
- Contacts can be exported individually for a data-subject request from the contact's page.
- Migration into another workspace uses the CSV templates under Settings, then Migrate, rather than the JSON export.
Questions
What format is the export?
A zip of plain JSON files, one per table, so any tool can read it. Exports of individual list pages are CSV.
Are passwords or tokens included?
No. OAuth tokens for connected accounts, API token hashes, share-link secrets, and portal password hashes are blanked or excluded.
How long is the download link valid?
The link is single use and expires after a few days. Download the file and keep it somewhere safe.