Data Export

Export your Trackifi data to CSV files for backup, reporting, or migration purposes.

Admin Permission Required

Only users with Admin permissions can access the data export feature.

Accessing Data Export

Navigate to Settings > Export Data

Available Data Types

You can export the following data types:

Data Type	Description
Projects	All projects including name, customer, status, budget, and settings
Customers	Customer information including contact details, addresses, and invoicing settings
Users	User profiles and account information
Project Users	User assignments to projects
Time Entries	All time records logged by users

How to Export

1. Select Data Types - Choose which data types you want to export by clicking on them. You can select multiple types at once.

2. Preview Counts - After selecting your data types, you'll see the number of rows that will be exported for each type.

3. Export - Click the Export button to download your data.

4. Download - A ZIP file will be downloaded containing separate CSV files for each selected data type. The filename will be trackifi_export_YYYY-MM-DD.zip.

Export File Format

Each data type is exported as a separate CSV file within the ZIP archive:

• projects.csv
• customers.csv
• users.csv
• project_users.csv
• records.csv

All CSV files use UTF-8 encoding and are compatible with Excel, Google Sheets, and other spreadsheet applications.