Help Center / Account Settings

Export data and keep backups

Create a reliable routine for exports, reporting, and backup safety.

Why exports matter

Exports help with reporting, compliance, transitions, and your own peace of mind. They are also useful for understanding business patterns outside the app.

What to export regularly

• Client lists and contact records
• Project records and milestone summaries
• Invoices and payment history

Pick a backup rhythm

Most freelancers do well with a monthly export routine, plus additional exports before major billing cycles or project handoffs.

Store exports safely

Treat exports as sensitive business data. Keep them in secure storage and avoid leaving raw files scattered across devices.