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

    • Related Articles

    • How to access records as a transferee or temporary custodian

      This article explains the steps to follow when you are appointed as a transferee or temporary custodian for the records of a professional who is temporarily or permanently ceasing their practice. Steps to follow Contact the Psylio support team as ...

    • How do I fix special characters in an exported CSV file?

      Sometimes, certain characters may appear unreadable after exporting a CSV file. This issue is usually related to the file’s encoding. When you double-click a CSV file, some versions of Excel do not automatically open it with the correct encoding ...

    • What happens to my data when I delete a client record or my account?

      Deleting a Client Record When you delete a client record, it moves to the Deleted tab, where it remains for 30 days. After that, it is permanently deleted along with all its contents, except for financial records. You have 30 days to restore a ...

    • What steps has the company taken to secure the data of our users?

      We take your data security very seriously. All necessary measures are put in place to go above and beyond industry expectations and requirements. You can find out more about the security of your data on the following page: ...

    • How do I delete my account?

      To delete your account: Click on the icon with your initials in the left-hand menu. Select "My account." At the bottom of the page, you will find the button allowing you to delete your account. Please note: Once your account is deleted, all data ...