Export data
Who can do this: Team members with access to Settings Where to find it: Settings › Data import & export ( /business/settings/data )…
Who can do this: Team members with access to Settings
Where to find it: Settings › Data import & export (/business/settings/data)
Download your PandaCue data for reporting or backup.
Steps
- Go to Settings › Data import & export.
- Choose what to export. You can export contacts, services, products, leads, notes and tasks.
- You can also export gift cards, client memberships, client packages, appointments, invoices, estimates, payments, work items, offers, form submissions and time cards.
- Select the export option to download your file.
Result
Your file is downloaded.
Related articles
Still have questions?
Our team is happy to help. Reach out and we'll get you sorted, or keep exploring the Learning Center.