1. Go to Settings > Data.
2. Under Export, select Export all data.
3. Enter your two-factor code if asked.
4. A ZIP file downloads with ten CSV files: accounts, locations, contacts, prospects, assets, activities, tasks, appointments, sales entries and site surveys.
Select Export CSV on the Accounts, Locations, Contacts, Prospects, Assets, Tasks or Sales page. It exports all of that type, not just the rows on screen.
• Re-import: the locations, contacts and assets exports use the same columns as the import templates, so they can be re-imported without editing.
• Not included: photos, documents, warranty and payment-device details, service history and task checklists aren't in the CSV files.
• Records: every export is logged with who ran it and when.