Export all your WorkZen data

Your data is yours. Whether you want an offline backup, a spreadsheet for your accountant, or a copy before moving to another tool, the full export gives you everything as plain CSV files.

Request the export

1. Open Company Settings and click Data Export.
2. Click Export data.
3. Watch the row in Export history go from Preparing to Ready, then click Download. The same link also arrives by email, titled "Your data export is ready".

You get a zip file. Inside is one CSV per type of record, and every spreadsheet app opens them.

Only an administrator can request the export, and each company can request one per day. If the button says an export was already requested today, the earlier link is in the Export history below the button.

Export history

Under the button, Export history lists every export: when it was requested, by whom, its status (Queued, Preparing, Ready or Failed), the file size, and when the link expires. A Download link sits on every export that is Ready and not yet expired, so a lost email is not a lost export. Once the 7 days pass, the link disappears and the row stays as a record.

What the export contains

Columns have plain names (Client, Total, Issue date). Money is a decimal amount like 1250.00 with no currency symbol, so a spreadsheet can sum it. Dates are in your company timezone. Yes/no fields read yes or no. Custom fields are written as JSON text inside the cell. Internal bookkeeping (IP addresses, sync states, identifiers) is not included.

Uploaded files, photos and signatures are not part of the export.

Report exports are different

If you want the rows behind one report, with your filters applied and amounts formatted for a spreadsheet, use Export as CSV on the report itself instead. The full export is the whole account, unfiltered.

Closing your account

The same export is offered on the account closure screen, on every plan, during the 30-day grace period. See how to close your account.