Export your data
Take a project's data out as a spreadsheet.
Only an owner can export. Exports are started from a project or a list, and Settings, then Exports, keeps a record of every one.
Export a project
Open the export
Open the project and press Export.
Choose what to include
Tick the sheets you want, or use a quick pick: Everything, Rentals, Sales or Build. Untick Include guest and buyer phone numbers and emails to leave personal details out.
Build and download
Press Build workbook, then Workbook ready - download when it is done.
The file is an Excel workbook, with a tab for each sheet. It also opens in Numbers and Google Sheets.
Export a list
Bookings, the property catalogue, invoices and payments, and materials received each have an Export button. It exports the list as you see it, with your filters applied.
Download an earlier export
Go to Settings, then Exports, and press Download. Files are kept for 7 days; after that, run the export again.