Account, security & privacy

Export your data

Everything you put into IDup can come back out, per area, as files you can open elsewhere.

Data you cannot get out is data you do not really own. IDup exports along the lines you work in rather than as one opaque archive.

Step by step

For lists such as customers, invoices, expenses and items, use the export button above the table. It produces a file you can open in a spreadsheet.
For bulk work, open Utilities (see Utilities and housekeeping). CSV export covers the standard lists. Bulk XML exports is for a structured format.
For documents, use Bulk PDF Export to get a set of invoices or other PDFs in one go.
For accounting, export the ledger and the reports from the accounting area, for the period you need.
For working hours, use Payroll export (CSV) or Payroll export (Excel) in Time tracking.

Export while the subscription is still active. Do it before the last day, not on it.
Download the attachments as well as the records. A list of invoice numbers is not the invoices.
A full technical copy is available under Utilities → Database backup.

The privacy documents set out what is stored, on what basis, and how to ask for a copy or a deletion. See Privacy, cookies and the legal documents.

For one person, an administrator can export or anonymise all appointment data of that person. The lead or customer itself remains.

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