Data export
Data export hands you your own records as files: for a spreadsheet, for loading into another system, or as a copy you keep yourself.
Open Settings > Data Export. You need the Tenant Admin role, and it is the only role that can export. Nobody else has the link in their settings menu.
Exports cover your whole organisation, every brand included.
What you can export
Section titled “What you can export”| What | Formats | What is in it |
|---|---|---|
| Customers | CSV, JSON | Customer records with their contact details and custom fields |
| Jobs | CSV, JSON | Jobs with status, schedule, assignments and form data |
| Resources | CSV, JSON | Your resources with their skills and availability |
| Locations | CSV, JSON | Locations with addresses and coordinates |
| Job types | JSON | Job types and their form configuration |
Click Export CSV or Export JSON on the one you want and the file downloads.
Job types are JSON only. Their form configuration nests several levels deep and does not survive being flattened into columns.
CSV opens in Excel, Google Sheets or anything else that reads a spreadsheet, and is the one to send a colleague. JSON keeps the full structure, including the nested parts, and is the one to feed another system.
Taking everything at once
Section titled “Taking everything at once”Export All Data downloads a single ZIP holding every one of the above, CSV and JSON side by side, with job types in JSON. It also carries a record of your attachments and a manifest.json listing the files and how many records are in each.
The attachment file lists what is attached and where, not the photos and documents themselves. A ZIP is therefore not a full backup of your site photos.
What to expect
Section titled “What to expect”Large exports take a moment to build; the file arrives when it is ready.
Customers and jobs are capped at 100,000 records each. If you are past that, the API is the way to pull everything through, in pages you control. See Getting started with the API.
An export holds what WorkWing still has. Anything already deleted under your retention settings is not in it, so an export is not a way to recover something that has aged out.
To answer a subject access request about one person, use the per-person export under Privacy and data instead. This page is bulk records, not one individual’s file.