Placeholder screenshot
The docs pipeline will replace this with a capture of the live app. No customer records are shown here.
/help/assets/exports/1440.png
01
Open Data export
Go to Settings, then Data export. Only owners and admins can download the archive.
02
Complete MFA
Export is a high-assurance action. Enrol and verify MFA before the download link works.
03
Download the JSON
The archive includes customers, invoices, payments, expenses, and a checksummed manifest. Large collections are capped and listed.
04
Store it safely
Keep the file in approved encrypted storage. Do not attach it to a public ticket or group chat.
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