Use this guide when you need a spreadsheet of your cars, contacts, or scheduled work — for your bookkeeper, an insurance list, or a backup you can open in Excel.

Exports live on Settings > Team in the Data export section. The old Settings > Export link still works. It sends you to the same Team page.

What you will accomplish

• Open Settings > Team and find Data export.
• Choose Cars, Contacts, or Events.
• Download a CSV or Excel file you can open on your computer.

When to export

Export when you need a file you can email or open outside the app. Common reasons include:

• Sending your bookkeeper a list of stored cars
• Reviewing contacts in a spreadsheet
• Sharing a date range of scheduled work with a partner shop

Export does not delete anything in the app. It only downloads a copy.

Before you start

• You should be signed in as someone allowed to export cars, contacts, or events. If you do not see Data export, ask a team admin to review your access in Settings > Team.
• Know which list you need: cars, contacts, or events.
• If you need events, decide how far back to include (last 30 days, 90 days, 12 months, or all).

Open Data export

1. Open Settings

   From the Dashboard, click Settings at the bottom of the left sidebar.

2. Choose Team

   Click Team.

   Direct link: Settings > Team.

3. Scroll to Data export

   Scroll past team members and API keys.

   Expected result: You see three cards: Cars, Contacts, and Events.

Download a file

1. Pick a dataset

   Click one card:

   • Cars — fleet with parking, insurance, and service plans
   • Contacts — CRM stage, vehicles, portal, and payment status
   • Events — scheduled work with vehicle and billing details
2. Choose a format

   A detail panel opens. Under Format, choose CSV or Excel.

   CSV opens in almost any spreadsheet program. Excel is easier if your team already uses Microsoft Excel.

3. Choose a date range for events (if needed)

   If you picked Events, also choose Date range:

   • Last 30 days
   • Last 90 days
   • Last 12 months
   • All time
4. Download the file

   Click Export cars, Export contacts, or Export events.

   Expected result: A file saves to your computer. A short success message appears with the number of records exported.

What is in each file

What success looks like

• You found Data export on Settings > Team.
• You downloaded the list you needed as CSV or Excel.
• The file opens and the row count matches what you expected.

Troubleshooting

What to do next

• Need to change who can export? Use Manage team members and permissions.
• Need printed labels instead of a spreadsheet? See Set up printable QR codes.
• Still setting up the facility? Return to Settings overview.