data.export capability.
This is the whole-workspace export. A report export is a different, narrower
thing – see Report export vs workspace export
below.
What is on the page
One card, Export all your data, described on screen as:Clients, projects, time, rates, invoices and more, as JSON plus per-entity CSV. Large workspaces are prepared in the background – keep working and we’ll post a download link here when it’s ready.Under it is one button: Export all data. That is the whole screen. There are no options, no date range and no dataset picker.
Who can export
Two things decide this, and they are not the same thing.
If you hold
data.export but are not the Owner, the page opens and the button is
disabled, with the line: “Only the workspace owner can export all data.”
At Northwind Studio that means Maya Ellis (Owner) runs the export. Tom Whitfield
(Admin) and Daniel Okafor (Finance) can open the page but not run it.
data.export is the workspace-wide bulk export. It does not imply cost
visibility – seeing cost figures stays governed by time.viewCost and
rate.viewCost. See
/concepts/roles-and-capabilities.Plan
Exporting is a Pro feature. The plan feature isexports.
On Free, the Export all data button carries a Pro badge. Clicking it
opens an upgrade dialog:
Either way there is a Not now button to close it.
Export is not one of the switchable apps. There is no app to turn on or off – the
page is always in Settings for anyone holding
data.export.How to export
1
Open the page
Go to Settings → Export.
2
Click Export all data
Press the Export all data button.
3
Wait, or keep working
A small workspace builds immediately and your browser downloads the file. A
larger workspace is prepared in the background and you get a toast:
“Preparing your export. We’ll notify you here when it’s ready to download.”
4
Collect the file
For the background path, a notification tells you when it is ready. It is
titled “Your workspace export is ready” and reads “A complete export of your
workspace (34 tables) is ready to download.”
Which path you get
The count is the total across every dataset, not per dataset. You do not choose
the path – it is picked for you.
What you get
One file, namedworkspace-export-YYYY-MM-DD.json.
It is a JSON file that carries both formats together:
The JSON envelope always carries a key for every dataset, even when that dataset
is empty. An empty dataset comes through as an empty list, never a missing key,
so the shape is the same every time.
Money is exported exactly as recorded, as exact decimal values. Nothing is
rounded, reformatted or converted. Timestamps pass through unchanged.
What the bundle includes
The export covers 34 datasets, written in referential order – parents before the records that point at them.
Tags are not a separate dataset. They travel inside the project and task rows
they belong to.
What is not in the bundle
Be aware of the gaps before you rely on the file as a full archive. These areas are not included:- Time off – leave requests and leave balances
- Time Clock – clock-in and clock-out sessions
- Resource Planner – planned blocks
- Timesheet submissions, the weekly submit-and-approve records. The underlying time entries are included.
Report export vs workspace export
These are two different things with two different permissions.
Holding one does not give you the other. See
/reports/export-a-report.
What happens next
- The export is recorded in the workspace activity log. Only non-sensitive details are recorded – never a rate, an amount or a cost figure.
- The “ready” notification goes to the person who asked for it, and to nobody else. It is kept for 30 days.
- Running an export changes nothing in the workspace. It is a read.
Common questions
Can I export only one client or one date range?
Can I export only one client or one date range?
No. This button exports everything. For a filtered slice, build a report and
export that instead.
Is it a zip file?
Is it a zip file?
No. It is a single
.json file that holds the JSON envelope and the
per-dataset CSV text together.Are the uploaded attachment files included?
Are the uploaded attachment files included?
The attachment records are included. Treat the bundle as a data export, not a
file archive.
Nothing downloaded and I got a toast instead.
Nothing downloaded and I got a toast instead.
Your workspace is over the inline threshold, so it is being prepared in the
background. Carry on working – you are notified when it is ready.
Related guides
Export your data
The whole picture on getting data out.
Export formats
The shape of what you download.
Export a report
The narrower, filtered export.
Roles
Granting
data.export to a custom role.Free vs Pro
Why exporting is a Pro feature.
Delete a workspace
Export before you delete – deletion cannot be undone.