Skip to content

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

  1. Go to Admin › Data Export and click Create New Export
  2. 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.)
  3. 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
  4. Optionally, under Employee data scope , pick employees or org units to export only their data. Leave it empty to include all employees.
  5. Click Export (Export Selection when you picked employees or org units)
  6. The export runs as a background job. When it finishes, download the ZIP file from the list

What configuration includes

IncludedNot included
Workspace settingsEmployees
Org unitsTime events
Employment termsAccount balances
Activities and reasonsProjections and forecasts
Activity listsUsers
Projects and dimensions
Time accounts
Time off policies
Allowance policies
Work time policies
Settlement policies
Holiday calendars
Advisories

Use cases

ScenarioRecommended scope
Full backup of a workspaceFull backup, no options
Copy settings to a new workspaceFull backup, Configuration only
Migrate between environmentsFull backup, no options

To bring an exported file back into a workspace, see Data import.