Export everything
Your data is yours to take at any time. Export works on every plan, and it stays open even when a payment is overdue.
Download the whole workspace
Section titled “Download the whole workspace”- Open Settings → Export and cleanup, the last row of the settings list. Only an Administrator or General manager can.
- Under Download an archive of your data, click Prepare an archive now.
- Wait. The button reads Preparing… and the page shows when it was requested. You can close the page and come back; the download link appears on the same screen when the archive is ready, and Keelvy sends you a message as well.
- Click Download.
The archive is a full copy as of the moment you asked, not the last weekly backup. It holds your records, including the ones you moved to the Archive, your media, the documents filed against your records and your operational files. A README inside lists anything it leaves out, and the screen says how many files could not be included.
The link works until the date shown, and the archive is deleted after that. Nothing in the workspace is deleted. You can ask again as often as you like.
If an attempt does not finish, the screen says so with Try again.
Export one list
Section titled “Export one list”Import / Export in the Admin section starts a single export.
- Set Action to Export.
- Choose the Entity: Products, Materials, Customers, Specifications, Orders, Purchase orders, Categories, Material categories or Attributes.
- Choose the Format: XLSX, CSV, or Google Sheets when a Google Drive connection is active.
- Click Export.
Finished jobs appear under Recent jobs with Download, or Open sheet for a Google Sheet. Most lists also have their own export button, such as Export XLSX on Catalog → Products. A very large export is refused with a message asking you to narrow the filter or export in parts.
Most exports go back in through the matching import. See Import products from a spreadsheet.