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Data Exports
What are Data Exports?
Data exports allow you to download your platform data (companies, orders, invoices, etc.) to CSV files for external analysis, reporting, or record-keeping.
Quick Start
- Click New Export
- Select what you want to export (Companies, Orders, etc.)
- Optionally filter by date or status
- Click Generate
- Wait for the notification that your export is ready
- Download your CSV file
Export Types
| Type | Description | Common Use |
|---|---|---|
| Companies | All client and vendor companies | Client lists, contact exports |
| Orders | All notary orders | Sales analysis, performance reports |
| Vendors | All vendors and subcontractors | Vendor management |
| Journal | Notary journal entries | Compliance audits |
| Invoices | All invoices | Financial reports, accounting |
| Users | All agency users | User management |
Export Status
- Pending - Waiting to be processed
- Processing - Being generated now
- Completed - Ready to download
- Failed - Encountered an error
Need Help?
- Export taking too long? Large exports can take several minutes. You'll be notified when ready.
- Download link expired? Links expire after 7 days. Create a new export.
- Export failed? Try with fewer filters or a smaller date range.