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Full Data Export
The account Owner can request a full export of the data held in PracticeFlow.
Go to:
Settings > Account Settings > Export
When the export is requested, PracticeFlow sends an email to the Owner’s registered email address containing a link to download the data.
The export is provided as a ZIP file containing separate CSV files for areas including:
- Organisations
- Individuals
- Tasks
- Users
The Full Data Export contains underlying data fields that may not be available in list views or standard Excel exports. This includes stored company and personal authentication codes.
Only the account Owner can request a Full Data Export.