Account & Data
Exporting Your Data
Download a complete, portable JSON backup of your client roster, invoice histories, received payments, services, and project tasks.
You always maintain 100% ownership of your business data in Flanceflow. Whether you need to deliver financial ledgers to your accountant, archive historical project records, or maintain offline backups for auditing purposes, Flanceflow provides one-click export tools for all primary workspace entities.
How to export your workspace data
- Click on "Settings" in the main left sidebar navigation.
- Navigate to the "General" settings section.
- Scroll down to the "Export Workspace Data" card.
- Click the "Export All Workspace Data" button.
- Flanceflow compiles your complete workspace records (clients, projects, invoices, payments, services, tasks, and notes) into a single dated JSON backup file and downloads it directly to your device.
Available export entities & fields
| Collection | Format | Included fields | Primary accounting use case |
|---|---|---|---|
| Invoices | JSON | Invoice #, Client, Issue Date, Due Date, Subtotal, Tax lines, Total, Status | Tax return filing and revenue audits |
| Payments | JSON | Transaction ID, Payment Date, Client, Amount, Currency, Gateway, Invoice # | Bank reconciliation and cash flow matching |
| Clients | JSON | Company Name, Contact Person, Email, Phone, Address, Tax ID, Lifetime Value | CRM migration and client phonebook backup |
| Tasks & Notes | JSON | Task title, Status, Due date, Priority, Project, Note title, Note content | Project archiving and productivity audits |
Accounting & backup best practices
- End-of-quarter routine: We recommend downloading a JSON backup of your workspace at the end of every financial quarter and saving it to your secure cloud drive (e.g., Google Drive or Dropbox).
- Accountant access: Rather than parsing raw data files, you can also invite your accountant as an "Admin" or "Viewer" team member to let them review invoices and reports directly.
- Structured JSON format: All Flanceflow data backups are exported in standard, structured JSON format with full precision timestamps and currency values, making it easy to archive or import into accounting tools.
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