Exporting your data from splose is quick and easy! The export is in CSV format, which is machine-readable and helps meet privacy laws like GDPR, giving you the right to move your data. CSV is a widely-used format that works well for data portability.
This help guide will cover:
How to export data
What data can be exported
How to delete an export
How to export data from splose
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.
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.
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
Letter
Appointments
Files
Cases
Forms
Payments
How to download an export file
Your data will be displayed in the table below.
To download your export, click Actions and then Download. You can also delete an export from the Actions button.
All users with access to the Data export page will be able to run and download a data export file.