SB Assistant
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New Settings Time

CSV exports for clients, projects, and time entries

The Import page just became Import & Export. Company admins can now download clients, projects, or time entries as CSV — same column shape the importer accepts, so a file exported from one tenant drops cleanly into another.

What you can export

  • Clients — every client (including archived) with code, contact, address, and notes.
  • Projects — every project with its client mapping, rate, and budgets.
  • Time entries — every entry across all users in a date range you pick. Defaults to the last 90 days; extend it as far back as you need.

A few details worth knowing

Exports stream directly to your browser, so a year of time entries downloads the same way a handful of clients does. Every export lands in the audit log — who pulled what, when, how many rows — so there's a clean forensic trail. The tab is gated to Company Admin and above; Managers and Employees don't see it.

You'll find it at Settings → Import & Export → Export.