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Importing and exporting data
CSV round-trips and the full workspace export.
Most modules import and export CSV directly from their toolbar: tasks, clients, finance transactions. Exports match the import format, so you can round-trip through a spreadsheet.
The import agent (used in setup and on module pages) reads any reasonable CSV export from other tools and maps the columns for you.
Admins can export the entire workspace as JSON from Settings, Data: every module's records plus workspace settings. Your data is yours.