Is it possible to export my data?

Is it possible to export my data?

You can export your records directly from the platform, or contact our team to request a full export of your data.

Export one or more records

Exporting allows you to download the information contained in one or more records as a .zip file.

Export a single record

  1. Open the record you want to export.
  2. Open the record’s action menu.
  3. Select Export.

Export multiple records

  1. Go to your list of records.
  2. Select the records you want to export using the checkboxes.
  3. In the action menu at the bottom of the page, click the three dots.
  4. Select Export.

Retrieve your exported records

Once the export is generated:
  1. The file is available under Settings > Export
  2. You can download it to store it outside the platform.

InfoExporting records may take several hours, depending on their size.

Export all your records

If you'd like to export all of your records, contact our team. A .zip file containing your account data will be generated and made available under Settings > Export for 24 hours, during which time you can download it.

Contents of the exported file

The file will include :
  1. Progress notes
  2. The notes roadmap
  3. Documents
  4. Associated profile information
  5. Record details
  6. Invoices