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For adminsSetup & configurationExporting your data

Exporting your data

Pull a full export of your tenant’s data as CSV/JSON — useful for backups, audits, or migration.

Who this is for: Owner.

Steps

  1. Open Settings → Data.
  2. In the Export section, pick the modules to include (Clients, Volunteers, Events, Requests, Campaigns, etc).
  3. Click Generate export. The export runs in the background; you’ll get an in-app notification + email when it’s ready.
  4. Click the download link in the notification to get a .zip of CSV files (and JSON for nested data like Programs).

What you’ll see

Video — coming soonExport tenant dataRecorder brief: V42 — Tenant export. Show selection, queued notification, email, downloaded archive.

Common issues

  • Export takes longer than expected — large datasets (10k+ requests) can take a few minutes. The notification appears when it’s done; refresh isn’t required.
  • PII redacted in the export — by design. Names and contact details for completed requests are PII-redacted per the consent / redaction policy. The audit-log fields stay.

Last updated: 2026-06-01 · Applies to: CartonCrew v1.54+

Self-HealingWiping tenant data