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Export all of your data

Export your data from splose in a machine readable format (CSV).

Updated over 3 weeks ago

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:

  1. Head to Settings and then click Export.

  2. Select from the available export options and then select a date range to export your data from.

  3. Click Include archived if you want to include archived records.

To export your data for an individual client:

  1. Head to the Client's profile and then click Actions -> Export data

  2. Select from the available export options or select all.

  3. 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.

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