Exporting your data

Download a complete copy of your organization’s records as one JSON file — useful for backups, audits, or moving to another system.

Who this is for: Owner or Admin. Everyone else sees the Export card without the button, and a line reading “Only an Admin or Owner can export the organization’s data.”

Steps

Open Settings → Organization → Data.
In the Export card, click Download all data (JSON). The button reads “Preparing export…” while it runs.
Your browser downloads cartoncrew-export-<date>.json and you see “Data exported”. There is nothing to pick: the export always holds every record — clients, engagements, history, documents, templates, settings and the audit log.

There is no background job, notification or emailed link: the file downloads straight away in the same browser.

What you’ll see

Common issues

There is no Download all data button — you are not an Owner or Admin. Ask one of them for the export.
The download does not start and an error appears — your session has ended. Sign in again.
Personal details in the file are readable — by design. Encrypted fields are decrypted in the export so the copy is portable. Store the file as carefully as you would the organization itself.

Last updated: 2026-09-24 · Applies to: CartonCrew v1.678+