You can download a copy of what CloseDesk holds at any time, without asking us. An export is a zip of files that open in Excel, with the same data in a form another system can read.
What you can export
| Export | Who | What is in it |
|---|---|---|
| Whole account | Super administrator and admins | Every company, also archived ones, with every attachment, and the people, teams and leave, audit log, support tickets and payments of the account. |
| One company | Super administrator and admins | That company’s closes, tasks, sign-offs and history, comments, invoices, parties, chart of accounts, trial balances, reconciliations, balance confirmations and attachments. |
| My data | Everyone | Your profile, your sign-ins and activity, the tasks you prepared, reviewed or approved, your comments, leave and support tickets. |
Make an export
- Admins: go to Settings → Data export. Everyone else: My account → Export my data.
- Press the export you want and type your password to confirm it’s you. If you sign in with Google or Microsoft, type the code from your authenticator app instead.
- CloseDesk prepares the zip in the background. You can leave the page; it appears under Exports when it is ready, and you get an email.
- Press Download. The file stays for 7 days and is then deleted from the server. Remove deletes it sooner.
What is in the zip
README.txt lists every file and its columns. Each list is a .csv file that opens in Excel, and each folder has a data.json with the same lists for loading into another system. Attachments are in the attachments folders. A whole-account export has an account folder and one folder per company.
What is never exported
Passwords, two-factor secrets and backup codes, API keys, webhook secrets, Tally connector keys, Zoho Books and Slack tokens and mailbox passwords. The lists show that they exist, not their values.
Limits and records
The whole account can be exported once in 24 hours, companies five times and your own data three times. Every export and every download is recorded in the audit log. CloseDesk’s own staff can’t download your exports.
The file holds business records and personal data, so keep it somewhere safe.