Export your data

Your data is yours, and you can take it out at any time. Export any list view to a spreadsheet, download a batch of files as a single ZIP, or ask us for a full copy of your workspace database. Nothing is held in a proprietary format.

Export a list to a spreadsheet

Any list in any app — Contacts, Invoices, Products, Tasks — exports the same way.

1. Open the list you want.
2. Select records: tick the box in the header to take the whole page, or tick individual rows.
3. Open the Actions menu (the gear at the top of the list) and choose Export.
4. Pick the fields you want. Save the selection as a template to reuse it later.
5. Choose CSV or Excel (XLSX) and click Export.

The file downloads to your device. CSV opens in any spreadsheet or text tool; XLSX keeps formatting for Excel and similar apps.

Download files as a ZIP

Everything attached across your workspace — a contract on a deal, a receipt on an expense, a photo on a task — also lists together as files you can pull out in bulk.

1. Open the files list (in Documents, or the attachments list under Settings).
2. Select the files you want. Tick each row, or the box in the header to take the whole page.
3. Open the Actions menu and choose Download.
4. The selected files arrive as a single ZIP.

Selecting more than one file always downloads them together as one ZIP, so you never click through them one at a time.

Get a full copy of your workspace

Want the whole database, not one list? Email company@everjust.co and we'll produce a full copy of your workspace. It's included, and your data is never locked in.

Related

• Pricing & billing — cancel any time; export first.
• Security & your data — how your workspace protects your data.
• Documents — organize and share files day to day.