You can export your splose data as CSV, a machine-readable format that supports data portability and helps meet privacy laws such as GDPR. You can export data for your whole workspace or for an individual client, and CSV files can also be used to move information between splose subscriptions.
This guide covers how to export data for your workspace or a single client, how to download an export, and what data types are available.
Before you begin
All users with access to the Data export page will be able to run and download a data export file
How-to
To export your data for the entire workspace:
Head to Settings and then click Export.
Select from the available export options and then select a date range to export your data from.
Click Include archived if you want to include archived records.
Tip: If your workspace contains a large amount of data, consider exporting in smaller batches to ensure smooth processing.
To export your data for an individual client
Head to the Client's profile and then click Actions -> Export data
Select from the available export options or select all.
Select the user you would like to receive the data and then click Export
All data exports from a client's profile will be sent to your email as a link. This link expires 24 hours after it's ready and can only be opened once for security reasons.
If your email provider scans links for spam, the link might show as expired. To avoid this, make sure to add all splose emails to your contacts or contact your IT team to prevent issues with opening the data export links.
Download an export file
To download your export:
Navigate to Workspace Settings.
Under Data, select Export.
Select the Actions (•••) button, then select Download.
All users with access to the Data export page will be able to run and download a data export file.
Additional information
What can be exported
You can export the following workspace data from splose's export tool:
Appointments
Cases
Contacts
Invoices
Letters
Users
Clients
Client forms
Payments
Services
Support activities
Progress notes
From the individual client's profile, you can export the following:
Details
Communications
Progress notes
Support activities
Invoices
Letters
Appointments
Files
Cases
Forms
Payments
ℹ️ Communication preferences aren't included in the export
A client's appointment communication preferences (Email, SMS, or None) are set on each client's profile and are not included in the Clients export CSV. They also can't currently be pulled from a report. To check these, open the client's profile and view their appointment communication preferences.
Frequently Asked Questions
Can I perform a direct account duplication in splose with exports?
Can I perform a direct account duplication in splose with exports?
No, splose does not support direct duplication of accounts. However, the export process outlined above allows you to migrate specific data securely.
What should I do if my exported data is not importing correctly?
What should I do if my exported data is not importing correctly?
Reach out to our data import team from your workspace for support or to schedule an import to ensure that this is imported correctly.
Is there a limit on the data I can export?
Is there a limit on the data I can export?
splose allows the export of multiple data types; however, your account permissions or subscription type may influence the extent of supported export options.
I'm encountering an error message when attempting to download the exported data from my email client app.
I'm encountering an error message when attempting to download the exported data from my email client app.
Customers have experienced issues with downloading exported data files from standalone email applications such as Outlook. If this is occurring, try using the web version of your email provider, such as Outlook Web.
What should I do when exporting data for a merger?
What should I do when exporting data for a merger?
splose supports exporting and re-importing clients, contacts, and appointments between workspaces. However, other types of data, such as files, may need to be handled manually.
What should I do when exporting data before closing a business?
What should I do when exporting data before closing a business?
If you are closing your business, ensure you export all necessary data while your subscription is active. Follow the general export steps outlined above to back up your workspace information.