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.
💡Tip: Archived items aren't included when exporting "All" lists. To export archived Contacts, Projects, Tasks, or Invoices, switch to the Archived view before clicking Export.
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 you 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
Select the Report you want to export
Reports can be filtered by date range, Users, Contacts, Projects, and Tasks, giving you precise control over which Time Entries to export.
You have two export options:
Export individual charts: Click the export icon on any chart to download just that data
Export the full Report: Click the Export button at the top of the Report to download all Time Entries
When you export a full Report, the spreadsheet includes:
Contact, Project, and Task information for each entry
Date and User who logged the time
Duration (in both minutes and hours)
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)
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 icon
Your Invoices export includes:
Invoice numbers and dates
Due dates
Contact information
Subtotal, tax, and total amounts
Accounting integration IDs (if applicable)
