Exporting Data
Export your data from ServTrackr:
- Go to Settings → Data Export
- Select what to export (all data or specific modules)
- Choose export format (CSV, Excel, PDF)
- Set date range if applicable
- Click "Export"
- Download file when ready (may take a few minutes for large exports)
Export Formats
Available export formats:
- CSV: Best for importing to other systems or Excel
- Excel (XLSX): Formatted spreadsheets with multiple sheets
- PDF: Print-ready reports and documents
- JSON: For developers and API integrations
- SQL: Database dumps (Enterprise only)
Scheduled Exports
Streamline regular data backups:
- Set up daily, weekly, or monthly exports
- Email exports to specified addresses
- Upload to cloud storage
- Include only changed data for efficiency
- Encrypt exports for security
Data Migration
Moving to or from ServTrackr:
- Importing: Upload CSV files to import data
- Migration Service: We can help migrate from other systems
- API Access: Use API for custom migrations
- Full Export: Export everything before canceling
- Data Retention: 90 days after account closure