Export your data
Download a full copy of your workspace as spreadsheet files, export one company before you delete it, or take a single list away as a file.
On this page
Your records belong to you, and you can take a copy of them at any time. ValiCrew gives you the whole workspace as spreadsheet files you can open anywhere, one company on its own, or a single list such as a report.
Downloading the whole workspace needs workspace.export, and exporting one company needs companies.manage; among the built-in roles, only Admin has them. Downloading reports needs reports.export.
Download everything
- Go to Settings and choose Export data.
- Check What the file contains, which lists every file in the download.
- Choose Download everything.
You get one ZIP file covering every company in the workspace. Inside is one CSV file for each kind of record, such as companies, people, employment records, sites, shifts, timesheets, payroll runs, documents, reminders, tasks and employee requests, plus a short read-me file. CSV files open in Excel, Numbers or any other spreadsheet program.
Document records are included, with their numbers and dates. The uploaded files themselves are not, because they are kept in your own connected storage, or were never stored at all. See Connect file storage.
Download everything still works when your workspace has become read-only, for example after a plan ends. You can always take your data with you.
Export one company
- Go to Settings and choose Companies, then open the company.
- Go to the Danger zone tab.
- Choose Export this company.
You get a ZIP file with the same kinds of files, holding only that company's records. Do this before you delete a company if you may need its payroll or attendance history later, for example for WPS or an audit. See Add your companies.
Take one list away
Many screens let you download just what they show:
| What you want | Where to get it |
|---|---|
| A report, filtered the way you need | Reports: open the report and download it as Excel, PDF or CSV. See Reports. |
| Every report on one tab | Reports: Download all as one file. |
| Who can sign in, with their role and companies | Users and access: Download the list. |
| Rows an import could not add | Import data: the button that downloads the rows that need you. |
| Approved hours for a payroll period | See Pay export. |
To close your workspace for good after taking your copy, see Close your workspace.
Watch the short filmYour data stays yours