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The Export feature lets you download any of your core data entities as a CSV file. Use it to send records to your bookkeeper, analyze data in Excel or Google Sheets, or create a backup before a major change. Go to Settings → Import / Export → Export.
The Import / Export screen showing export options for CRM records.

Export your CRM records as CSV for bookkeeping, backup, analysis, or migration.

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What you can export

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Exporting data

1

Open Import / Export

Go to Settings → Import / Export and select the Export tab.
2

Choose the entity

Select what you want to download: Customers, Vehicles, Services, Inventory, or Orders.
3

Download the CSV

Click Export. The file downloads immediately. Open it in Excel, Google Sheets, or import it into your accounting software.

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Using the Orders export for accounting

The Orders export is the most useful for bookkeeping. Each row represents one order and includes:
  • Order number and date
  • Customer name
  • Order status and payment status
  • Payment method (how the customer paid)
  • Grand total, tax amount, tip amount
  • Materials cost (COGS)
  • Assigned staff member
This gives your bookkeeper a complete record of every job, payment, and cost — without needing to log into the CRM.
Export orders for a specific period by filtering by date before exporting, or export all orders and filter in Excel using the date column.

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Insights reports vs. data export

Insights reports are best for reviewing summary metrics (P&L, revenue by staff, ATV trends). Data export is best when you need raw row-level data to work with outside the CRM. Use Insights when you want answers. Use Export when you want raw data.

Data Import

Import customers, vehicles, services, and inventory from CSV.

Insights

Summarized financial and operational reports with drill-down and CSV export.