Exporting Your Data

Master users or user with the permission 'Allow Database Export' are able to export the diary information at any time. Data is exported into a CSV file which can be opened by Excel or similar programs. The Database Export allows you to backup Clients, Client Notes, Appointments, Referrer List, Invoices, Payments and Products, and any uploaded documents ('Client Files').


Export your diary data:

  1. Go to Tools > Data Export
  2. Select the data you wish to back up and if desired filter by diary for all data associated with that diary or by Client for all data associated with that client.
  3. Click "Download"

 

Export your Uploaded documents:

  1. Go to Tools > Data Export
  2. Click on 'Uploaded Client Files'
  3. Click 'Download Now'

 

Important Note for Apple Users:

By default, most Apple computers will download the backup file into a Safari (or similar) download folder. Apple does not allow you to open Zipped (compressed) files directly from the download folder so you'll get an error message if you try this. Instead, move the file to your desktop or other location and open it from there.