Exporting Your Data

Master users or users with the Allow Database Export permission 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, referrers, 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 the desired filter by diary for all data associated with that diary or by client for all data associated with that client.
  3. Click Download
  4. Return to this page in 5-10 minutes to download a copy of your data (times may vary depending on the amount of data being exported).

Export your uploaded documents:

  1. Go to Tools > Data Export
  2. Click on Uploaded Client Files
  3. Click Download Now
  4. Return to this page in 5-10 minutes to download a copy of your data (times may vary depending on the amount of data being exported).

Note

If you run into any errors when exporting your data please let us know and we'll look into it for you.

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