Import / Export
Your register is never locked in. At any moment you can download everything the organization holds — settings, languages, partners, contacts, contracts, every activity in every language, and your custom templates — as a single file, and you can load such a file back to replace what is there. Use it for a backup before a big change, for bulk editing in a spreadsheet, to move a register between organizations, or to keep a copy outside the application when you let a license go.
Both directions live in Edit mode under Organization settings → Organization data, for administrators only.
Two formats
Imports and exports come in two formats: spreadsheets — a ZIP archive of CSV files, meant for reading and bulk editing in Excel, Numbers or Google Sheets — and a data file (JSON), meant for backups, for moving data between systems, and for handing to an AI assistant or a script. Both carry the same content; see Data format for what is in them.
- An export never modifies the register, so take one as often as you like.
- An import, on the other hand, replaces the register's data with the imported data, so be cautious when importing.
Importing replaces the register
An import replaces the whole organization with the content of the file — everything currently in the register is deleted and the file's content takes its place — and it cannot be undone. The file is therefore validated in full before anything is touched: missing sheets, a language listed in one place but not another, an activity referring to a partner that does not exist, are all reported with details, and nothing is imported until the file is valid. The upload itself asks for a deliberate confirmation, as the last chance to change your mind.
The same settings page has Reset organization data, which discards everything and reloads the sample register you started with — meant for the test playground, to start your experiments over, and equally irreversible.
A blocked organization can still be exported by its administrators, a deleted one cannot. If you are not going to renew, take an export while you can — see How billing works.