Data export
Back up your workspace or transfer its configuration to another environment.
Overview
Exports produce a single ZIP file you can download, archive, or feed into a data import — either in the same workspace (to roll back) or in another workspace (to migrate or to seed a new environment with a known configuration).
You can export everything, or limit the scope to configuration only — useful when you want to share a workspace’s setup without sharing employee data.
Creating an export
- Go to and click Create New Export
- Under Format, choose Full backup (NDJSON) — the complete workspace, as a ZIP file you can import again. (The other format, Simple Excel , is described in Excel import.)
- Choose the scope:
- Leave the options off to export the complete workspace: configuration, employees, time events and balances
- Turn on Configuration only to export only the workspace configuration (no employee data)
- Turn on Anonymize personal data to replace names and email addresses with anonymous placeholders
- Optionally, under Employee data scope , pick employees or org units to export only their data. Leave it empty to include all employees.
- Click Export (Export Selection when you picked employees or org units)
- The export runs as a background job. When it finishes, download the ZIP file from the list
What configuration includes
| Included | Not included |
|---|---|
| Workspace settings | Employees |
| Org units | Time events |
| Employment terms | Account balances |
| Activities and reasons | Projections and forecasts |
| Activity lists | Users |
| Projects and dimensions | |
| Time accounts | |
| Time off policies | |
| Allowance policies | |
| Work time policies | |
| Settlement policies | |
| Holiday calendars | |
| Advisories |
Use cases
| Scenario | Recommended scope |
|---|---|
| Full backup of a workspace | Full backup, no options |
| Copy settings to a new workspace | Full backup, Configuration only |
| Migrate between environments | Full backup, no options |
To bring an exported file back into a workspace, see Data import.