Permissions: feature-based permissions or admin user
PSA plans: all
Data can be exported from PSA in the following ways:
1. Self-service data export
You can export the necessary data yourself from PSA, allowing you to quickly export exactly the information you want in a format that suits you.
In various list views (accounts, projects, invoices) and from old and new reports, there is an Export function, usually indicated by the download-icon shown on the right side of the page.
Some data can also be saved as PDF files.
2. Data delivery as raw data
Upon request, we can provide all available data from the program as "raw data" in a csv file, which can be opened in Excel. The work may take 2-3 weeks. Please note that the file will contain a lot of data and for this reason, we recommend option 1.
3. Data delivery in requested format (chargeable)
If necessary, you can order the export of your specified material in a specific format as a chargeable additional service from our application support. The order will be charged based on the actual hours worked, with a minimum charge of 2 hours. Please provide the following information in your order:
-Specific description of the material to be stored (e.g., project information of specific account types with specific columns, or sales invoices from specified timeline)
-Format for storing the material (e.g., Excel, PDF)
-Desired schedule for the work order.