You can export your data as CSV files that open in any spreadsheet application, letting you do further analysis, reporting, or just keep a backup of your info. You can export your Contacts, Projects, Tasks, Time Entries, and Invoices. Time Entries can also be exported as a PDF timesheet. See Export a Report as a PDF.
š”Tip: Archived items aren't included when exporting the "All" Contacts, Projects, or Tasks lists. To export those, switch to the Archived view before clicking Export. Invoices are the exception: the "All Invoices" export already includes archived invoices alongside your draft and sent ones.
Exporting Contacts
To export your Contacts list:
Go to the Contacts screen
Pick which Contacts to view: All Contacts, Pinned Contacts, or Archived Contacts
Click Export
Your Contacts export provides a comprehensive snapshot, including:
Contact names and email addresses
Short Codes and billing references
Billing Rates and currency settings
Integration details (if applicable)
Budget information
Created and updated dates
Exporting Projects
To export your Projects list:
Go to the Projects screen
Pick which Projects to view: All Projects, Pinned Projects, or Archived Projects
Click Export
Your Projects export includes:
Contact and Project names
Short Codes and descriptions
Billing Rates and references
Integration tracking details (if applicable)
Budget information
Created and updated dates
Exporting Tasks
Tasks are managed from the Projects screen. To export your Tasks list:
Go to the Projects screen
Go to Tasks
Pick which Tasks to view: All Tasks, Pinned Tasks, or Archived Tasks
Click Export
Your Tasks export includes:
Task names and descriptions
Short Codes
Billing Rates
Integration tracking details (if applicable)
Created and updated dates
Exporting Time Entries (Reports)
Exporting Time Entries works differently from your Contacts/Projects/Tasks lists. You'll export them through the Reports screen, using the filtering options for targeted exports of selected Time Entries.
To export Time Entries:
Go to the Reports screen.
Choose your time period and any User, Contact, Project, Task, or Options filters.
Scroll to the bottom of the Report and open the Download menu.
Choose Time entries CSV for a spreadsheet, or Timesheet PDF for a printable timesheet.
For a PDF, tick the columns you want to include in the Timesheet PDF window and click Generate. When the confirmation appears, click Download.
Video tutorial: Export a Report as a PDF. Watch how to filter a Report, choose which columns to include, and download the finished PDF timesheet.
Both formats include only the Time Entries matching your Report filters. You can also click the CSV button on an individual chart to export just that chartās summary data.
When you export a full Report as a CSV, the spreadsheet includes:
Contact, Project, and Task information for each entry
Date and User who logged the time
Duration, split across Hrs and Mins columns
Billable time and hourly rates
Billable and invoiced amounts
Invoice details (if the time has been invoiced)
Entry descriptions and notes
Integration tracking information (if applicable)
When you export as a PDF, the file includes only the columns you selected (Date, User, Contact, Project, Tasks, Description, Hours, Rate, and Amount) plus a totals row. See Export a Report as a PDF for details.
Exporting Invoices
To export your Invoices:
Go to the Invoices screen
Pick which Invoices list to view: All Invoices, Draft Invoices, Sent Invoices, or Archived Invoices
Click the export button
Your Invoices export includes:
Invoice numbers and dates
Due dates
Contact information
Subtotal, tax, and total amounts
Accounting integration IDs (if applicable)
