[{"data":1,"prerenderedAt":1063},["ShallowReactive",2],{"content-\u002Fblog\u002Fhow-to-export-from-moxie":3},{"_path":4,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":8,"description":9,"createdAt":10,"updatedAt":11,"primaryKeyword":12,"author":13,"disclosure":16,"tags":17,"takeaways":22,"related":28,"sources":44,"faq":101,"readingTime":129,"body":134,"_type":1057,"_id":1058,"_source":1059,"_file":1060,"_stem":1061,"_extension":1062},"\u002Fblog\u002Fhow-to-export-from-moxie","blog",false,"","How to export everything from Moxie (2026)","How to export from Moxie (formerly Hectic): a checklist of the workspace Excel workbook, accounting workbook, statements and agreement PDFs, plus the gaps.","2026-10-17T12:00:00.000Z","2026-10-22T12:00:00.000Z","how to export from moxie",{"name":14,"role":15},"Simon Dziak","Founder, Workspace369","Workspace369 publishes this guide and sells an alternative client-work platform. Every Moxie step below comes from an article on help.withmoxie.com. On October 17, 2026 we opened each article cited here directly, and each one is linked where it is used. Moxie describes a few things only loosely (file formats, what the workspace workbook contains), and we say so where that happens. Moxie can change its help center, so check each article in your account before you rely on it.",[18,19,20,21],"Moxie","export","switching","client management",[23,24,25,26,27],"Moxie's owner can download a complete Excel workbook of the workspace from Settings, then Data import \u002F export, then the Export tab. The article does not list which record types the workbook holds, so open it and check every sheet.","Moxie documents three other downloads: the Export accounting workbook button (P&L, invoices, payments, expenses, taxes, clients and client deposit liabilities), a per-client Account statement as an Excel workbook, and Download PDF on an agreement preview, which includes a signature certificate.","We found no Moxie article for exporting a client list on its own, expenses on their own, projects and tasks, templates, or a signed copy of a finished agreement. The time tracking page has an Export button, but the article does not name the file format.","If your Moxie subscription is inactive or expired, the workspace owner can still download the full workspace export. Moxie's billing article does not publish a data retention period.","There is no one-click Moxie importer in Workspace369. Clients, products, expenses, invoices and proposals come in as CSV or XLSX through AI Import, which maps the columns and shows the AI usage estimate before it writes anything.",[29,32,35,38,41],{"title":30,"path":31},"Switch from Moxie to Workspace369","\u002Fswitch\u002Fmoxie",{"title":33,"path":34},"Workspace369 vs Moxie","\u002Fcompare\u002Fmoxie",{"title":36,"path":37},"Moxie alternatives","\u002Falternatives\u002Fmoxie",{"title":39,"path":40},"How to export everything from Bonsai","\u002Fblog\u002Fhow-to-export-from-bonsai",{"title":42,"path":43},"How to export everything from HoneyBook","\u002Fblog\u002Fhow-to-export-from-honeybook",[45,49,53,57,61,65,69,73,77,81,85,89,93,97],{"title":46,"url":47,"note":48},"Moxie Help Center: Import, roll back, and export workspace data","https:\u002F\u002Fhelp.withmoxie.com\u002Fen\u002Farticles\u002F16189238-import-roll-back-and-export-workspace-data","Settings & administration, Data import \u002F export, Export tab, download a complete Excel workbook of the workspace. Owner only. Also lists CSV import for clients, contacts, opportunities, projects, tasks, invoices, expenses, vendors and time worked. Opened October 17, 2026.",{"title":50,"url":51,"note":52},"Moxie Help Center: Understand the Money In & Out report","https:\u002F\u002Fhelp.withmoxie.com\u002Fen\u002Farticles\u002F16180054-understand-the-money-in-out-report","Export accounting workbook button: P&L, invoices, payments, expenses, taxes, clients and client deposit liabilities. File format not stated. Opened October 17, 2026.",{"title":54,"url":55,"note":56},"Moxie Help Center: Set up, apply, and report taxes","https:\u002F\u002Fhelp.withmoxie.com\u002Fen\u002Farticles\u002F16581383-set-up-apply-and-report-taxes","The accounting workbook includes Taxes collected and Tax detail sheets; the tax export is cash-basis and uses complete calendar months. Opened October 17, 2026.",{"title":58,"url":59,"note":60},"Moxie Help Center: Use the client workspace","https:\u002F\u002Fhelp.withmoxie.com\u002Fen\u002Farticles\u002F16179849-use-the-client-workspace","Account statement shortcut in the client header, a period choice, and an Excel workbook with invoice and payment activity, balances and deposit balance. Opened October 17, 2026.",{"title":62,"url":63,"note":64},"Moxie Help Center: Find and understand your invoices","https:\u002F\u002Fhelp.withmoxie.com\u002Fen\u002Farticles\u002F16180045-find-and-understand-your-invoices","Describes the client Account statement; does not describe PDF or CSV export of invoices. Opened October 17, 2026.",{"title":66,"url":67,"note":68},"Moxie Help Center: Create, finalize, and share an agreement","https:\u002F\u002Fhelp.withmoxie.com\u002Fen\u002Farticles\u002F16180380-create-finalize-and-share-an-agreement","Preview in the builder toolbar, then Download PDF; the copy includes a signature certificate. Does not describe downloading a signed copy of an executed agreement. Opened October 17, 2026.",{"title":70,"url":71,"note":72},"Moxie Help Center: Manage agreements and reusable templates","https:\u002F\u002Fhelp.withmoxie.com\u002Fen\u002Farticles\u002F16180381-manage-agreements-and-reusable-templates","Settings, Templates, Agreements: edit, duplicate or move to Trash. No download or export option described. Opened October 17, 2026.",{"title":74,"url":75,"note":76},"Moxie Help Center: Review and manage time entries","https:\u002F\u002Fhelp.withmoxie.com\u002Fen\u002Farticles\u002F16179948-review-and-manage-time-entries","Export button downloads the current scoped result set, so set date range and filters first. File format not stated. Opened October 17, 2026.",{"title":78,"url":79,"note":80},"Moxie Help Center: Track expenses and receipts","https:\u002F\u002Fhelp.withmoxie.com\u002Fen\u002Farticles\u002F16180051-track-expenses-and-receipts","Receipt previews inside Moxie; no export or download described. Opened October 17, 2026.",{"title":82,"url":83,"note":84},"Moxie Help Center: Find and organize your clients","https:\u002F\u002Fhelp.withmoxie.com\u002Fen\u002Farticles\u002F16179848-find-and-organize-your-clients","Search, filters, card and table views, saved views; no client list export described. Opened October 17, 2026.",{"title":86,"url":87,"note":88},"Moxie Help Center: Find and organize your projects","https:\u002F\u002Fhelp.withmoxie.com\u002Fen\u002Farticles\u002F16179943-find-and-organize-your-projects","List, table and saved views; no project or task export described. Opened October 17, 2026.",{"title":90,"url":91,"note":92},"Moxie Help Center: Moving from Moxie V3 to Moxie V4","https:\u002F\u002Fhelp.withmoxie.com\u002Fen\u002Farticles\u002F16240983-moving-from-moxie-v3-to-moxie-v4","Files now live under Clients, Files, with previews and downloads; templates live under Settings, Templates. Does not describe export formats. Opened October 17, 2026.",{"title":94,"url":95,"note":96},"Moxie Help Center: Create and organize reusable templates","https:\u002F\u002Fhelp.withmoxie.com\u002Fen\u002Farticles\u002F16189230-create-and-organize-reusable-templates","Lists the template types (email, agreements, agreement packages, products and services, projects, invoices); no export described. Opened October 17, 2026.",{"title":98,"url":99,"note":100},"Moxie Help Center: Manage billing, plans, and add-ons","https:\u002F\u002Fhelp.withmoxie.com\u002Fen\u002Farticles\u002F16189237-manage-billing-plans-and-add-ons","If a subscription is inactive or expired, the owner can still download a full workspace export; imports are unavailable until it is active again. No retention period published. Opened October 17, 2026.",[102,105,108,111,114,117,120,123,126],{"question":103,"answer":104},"Can I export all my data from Moxie in one click?","Closest thing, yes. Moxie documents a complete Excel workbook of the workspace under Settings, then Data import \u002F export, then the Export tab. Only the workspace owner can run it. The article does not list what the workbook contains, so open every sheet and compare it with your account before you cancel.",{"question":106,"answer":107},"How do I export my Moxie client list?","We found no article for exporting the client list on its own. Use the full workspace export and look for the clients and contacts sheets, or the accounting workbook, which Moxie says includes clients. Moxie does document importing clients and contacts from CSV, but that is for bringing data in.",{"question":109,"answer":110},"Can I export Moxie invoices and payments?","Moxie documents the Export accounting workbook button on Money In & Out, which includes invoices, payments, expenses, taxes and clients, and a per-client Account statement as an Excel workbook. We found no article for downloading invoices as PDF or CSV, so check an invoice page in your account.",{"question":112,"answer":113},"Can I download Moxie agreements as PDF?","Yes, from the preview: Preview in the builder toolbar, then Download PDF, which Moxie says includes a signature certificate. The article does not say how to download a signed copy from a fully executed agreement, so open one and check, or ask Moxie support.",{"question":115,"answer":116},"Can I export my Moxie time entries?","The time tracking page has an Export button that downloads the current filtered result set, so set your date range and filters first. Moxie does not name the file format in that article. Time may also be in the workspace workbook.",{"question":118,"answer":119},"Can I export my Moxie templates?","We found no article that describes exporting templates. Copy the text of the agreement, email and project templates you still use into a document and rebuild them in the new tool.",{"question":121,"answer":122},"Is there a Moxie importer in Workspace369?","No. Workspace369 has no Moxie-specific importer and no one-click import. You export from Moxie, then use AI Import to bring in clients, products, expenses, invoices and proposals as CSV or XLSX. It maps your columns, lets you review them and shows the AI usage estimate before it writes anything.",{"question":124,"answer":125},"What happens to my data if I cancel Moxie?","Moxie says that if a subscription is inactive or expired, the workspace owner can still download a full workspace export from Data import \u002F export. We did not find a published retention period, so ask Moxie support in writing if you need one.",{"question":127,"answer":128},"When should I cancel Moxie?","After you have saved and opened every export, and after your last open invoice there is paid.",{"text":130,"minutes":131,"time":132,"words":133},"8 min read",7.815,468900,1563,{"type":135,"children":136,"toc":1039},"root",[137,145,150,157,191,220,226,261,267,460,466,480,519,539,545,550,609,622,628,640,671,684,693,699,718,724,743,749,755,767,773,793,799,811,817,857,862,868,873,929,971,976,982,994,1000,1028],{"type":138,"tag":139,"props":140,"children":141},"element","p",{},[142],{"type":143,"value":144},"text","If you are leaving Moxie (the product formerly called Hectic, at withmoxie.com), export first and cancel last. This guide is a checklist of what Moxie's own help center says you can take with you, how to do each export, and what has no documented export. Where there is a gap, I say so and give a generic workaround, labelled as one.",{"type":138,"tag":139,"props":146,"children":147},{},[148],{"type":143,"value":149},"Every step links to the Moxie page it comes from. I opened each of them on October 17, 2026. Moxie recently moved to a new version (V4), and its help center says some labels and routes changed, so compare each step with what you see on screen.",{"type":138,"tag":151,"props":152,"children":154},"h2",{"id":153},"quick-answer",[155],{"type":143,"value":156},"Quick answer",{"type":138,"tag":139,"props":158,"children":159},{},[160,162,168,170,175,177,182,184,189],{"type":143,"value":161},"Moxie lets the workspace owner download a ",{"type":138,"tag":163,"props":164,"children":165},"strong",{},[166],{"type":143,"value":167},"complete Excel workbook of the workspace",{"type":143,"value":169},", export an ",{"type":138,"tag":163,"props":171,"children":172},{},[173],{"type":143,"value":174},"accounting workbook",{"type":143,"value":176}," from Money In & Out, download a ",{"type":138,"tag":163,"props":178,"children":179},{},[180],{"type":143,"value":181},"per-client Account statement",{"type":143,"value":183}," as Excel, and save ",{"type":138,"tag":163,"props":185,"children":186},{},[187],{"type":143,"value":188},"agreements as PDF",{"type":143,"value":190}," from the preview. I found no documented export for the client list on its own, expenses on their own, projects and tasks, templates, or a signed copy of a finished agreement.",{"type":138,"tag":139,"props":192,"children":193},{},[194,196,201,203,210,212,218],{"type":143,"value":195},"There is also no one-click Moxie to Workspace369 importer. You export from Moxie, then bring the spreadsheets in with ",{"type":138,"tag":163,"props":197,"children":198},{},[199],{"type":143,"value":200},"AI Import",{"type":143,"value":202},". More on that ",{"type":138,"tag":204,"props":205,"children":207},"a",{"href":206},"#bring-it-into-workspace369",[208],{"type":143,"value":209},"below",{"type":143,"value":211},". If you want the short version of the whole move, start with ",{"type":138,"tag":204,"props":213,"children":215},{"href":214},"\u002Fswitch\u002Fmoxie\u002F",[216],{"type":143,"value":217},"switching from Moxie",{"type":143,"value":219},".",{"type":138,"tag":151,"props":221,"children":223},{"id":222},"before-you-start",[224],{"type":143,"value":225},"Before you start",{"type":138,"tag":227,"props":228,"children":229},"ul",{},[230,241,251],{"type":138,"tag":231,"props":232,"children":233},"li",{},[234,239],{"type":138,"tag":163,"props":235,"children":236},{},[237],{"type":143,"value":238},"Be the workspace owner.",{"type":143,"value":240}," Moxie says only the owner can run the workspace export.",{"type":138,"tag":231,"props":242,"children":243},{},[244,249],{"type":138,"tag":163,"props":245,"children":246},{},[247],{"type":143,"value":248},"Treat the file as sensitive.",{"type":143,"value":250}," Moxie notes the export can contain sensitive client and business information, so store it as carefully as your live workspace.",{"type":138,"tag":231,"props":252,"children":253},{},[254,259],{"type":138,"tag":163,"props":255,"children":256},{},[257],{"type":143,"value":258},"Do not cancel yet.",{"type":143,"value":260}," Keep the account active until the last step.",{"type":138,"tag":151,"props":262,"children":264},{"id":263},"checklist-at-a-glance",[265],{"type":143,"value":266},"Checklist at a glance",{"type":138,"tag":268,"props":269,"children":270},"table",{},[271,295],{"type":138,"tag":272,"props":273,"children":274},"thead",{},[275],{"type":138,"tag":276,"props":277,"children":278},"tr",{},[279,285,290],{"type":138,"tag":280,"props":281,"children":282},"th",{},[283],{"type":143,"value":284},"What",{"type":138,"tag":280,"props":286,"children":287},{},[288],{"type":143,"value":289},"Moxie gives you",{"type":138,"tag":280,"props":291,"children":292},{},[293],{"type":143,"value":294},"Format",{"type":138,"tag":296,"props":297,"children":298},"tbody",{},[299,318,336,354,372,390,407,425,443],{"type":138,"tag":276,"props":300,"children":301},{},[302,308,313],{"type":138,"tag":303,"props":304,"children":305},"td",{},[306],{"type":143,"value":307},"Clients and contacts",{"type":138,"tag":303,"props":309,"children":310},{},[311],{"type":143,"value":312},"Workspace export; accounting workbook includes clients",{"type":138,"tag":303,"props":314,"children":315},{},[316],{"type":143,"value":317},"Excel",{"type":138,"tag":276,"props":319,"children":320},{},[321,326,331],{"type":138,"tag":303,"props":322,"children":323},{},[324],{"type":143,"value":325},"Invoices and payments",{"type":138,"tag":303,"props":327,"children":328},{},[329],{"type":143,"value":330},"Accounting workbook; client Account statement",{"type":138,"tag":303,"props":332,"children":333},{},[334],{"type":143,"value":335},"Excel (statement); workbook format not stated",{"type":138,"tag":276,"props":337,"children":338},{},[339,344,349],{"type":138,"tag":303,"props":340,"children":341},{},[342],{"type":143,"value":343},"Proposals and contracts",{"type":138,"tag":303,"props":345,"children":346},{},[347],{"type":143,"value":348},"Agreement preview, Download PDF",{"type":138,"tag":303,"props":350,"children":351},{},[352],{"type":143,"value":353},"PDF",{"type":138,"tag":276,"props":355,"children":356},{},[357,362,367],{"type":138,"tag":303,"props":358,"children":359},{},[360],{"type":143,"value":361},"Time entries",{"type":138,"tag":303,"props":363,"children":364},{},[365],{"type":143,"value":366},"Export button on time tracking; workspace export",{"type":138,"tag":303,"props":368,"children":369},{},[370],{"type":143,"value":371},"Format not stated",{"type":138,"tag":276,"props":373,"children":374},{},[375,380,385],{"type":138,"tag":303,"props":376,"children":377},{},[378],{"type":143,"value":379},"Expenses",{"type":138,"tag":303,"props":381,"children":382},{},[383],{"type":143,"value":384},"Accounting workbook; no standalone export found",{"type":138,"tag":303,"props":386,"children":387},{},[388],{"type":143,"value":389},"Workbook format not stated",{"type":138,"tag":276,"props":391,"children":392},{},[393,398,403],{"type":138,"tag":303,"props":394,"children":395},{},[396],{"type":143,"value":397},"Projects and tasks",{"type":138,"tag":303,"props":399,"children":400},{},[401],{"type":143,"value":402},"No standalone export documented; workspace export",{"type":138,"tag":303,"props":404,"children":405},{},[406],{"type":143,"value":317},{"type":138,"tag":276,"props":408,"children":409},{},[410,415,420],{"type":138,"tag":303,"props":411,"children":412},{},[413],{"type":143,"value":414},"Files",{"type":138,"tag":303,"props":416,"children":417},{},[418],{"type":143,"value":419},"Downloads on file details; no bulk export found",{"type":138,"tag":303,"props":421,"children":422},{},[423],{"type":143,"value":424},"Per file",{"type":138,"tag":276,"props":426,"children":427},{},[428,433,438],{"type":138,"tag":303,"props":429,"children":430},{},[431],{"type":143,"value":432},"Templates",{"type":138,"tag":303,"props":434,"children":435},{},[436],{"type":143,"value":437},"No export documented",{"type":138,"tag":303,"props":439,"children":440},{},[441],{"type":143,"value":442},"Not documented",{"type":138,"tag":276,"props":444,"children":445},{},[446,451,456],{"type":138,"tag":303,"props":447,"children":448},{},[449],{"type":143,"value":450},"Accounting and tax reports",{"type":138,"tag":303,"props":452,"children":453},{},[454],{"type":143,"value":455},"Accounting workbook with tax sheets (cash-basis)",{"type":138,"tag":303,"props":457,"children":458},{},[459],{"type":143,"value":389},{"type":138,"tag":151,"props":461,"children":463},{"id":462},"_1-export-your-clients-and-contacts",[464],{"type":143,"value":465},"1. Export your clients and contacts",{"type":138,"tag":139,"props":467,"children":468},{},[469,471,478],{"type":143,"value":470},"Start with the full workspace export, per Moxie's ",{"type":138,"tag":204,"props":472,"children":475},{"href":47,"rel":473},[474],"nofollow",[476],{"type":143,"value":477},"import and export article",{"type":143,"value":479},":",{"type":138,"tag":481,"props":482,"children":483},"ol",{},[484,502,514],{"type":138,"tag":231,"props":485,"children":486},{},[487,489,494,496,501],{"type":143,"value":488},"In Moxie, go to ",{"type":138,"tag":163,"props":490,"children":491},{},[492],{"type":143,"value":493},"Settings & administration",{"type":143,"value":495}," and open ",{"type":138,"tag":163,"props":497,"children":498},{},[499],{"type":143,"value":500},"Data import \u002F export",{"type":143,"value":219},{"type":138,"tag":231,"props":503,"children":504},{},[505,507,512],{"type":143,"value":506},"Select the ",{"type":138,"tag":163,"props":508,"children":509},{},[510],{"type":143,"value":511},"Export",{"type":143,"value":513}," tab.",{"type":138,"tag":231,"props":515,"children":516},{},[517],{"type":143,"value":518},"Download the export. Moxie generates a complete Excel workbook of your workspace.",{"type":138,"tag":139,"props":520,"children":521},{},[522,524,530,532,537],{"type":143,"value":523},"The article calls it a complete workspace copy, but it does not list which record types or fields the workbook holds, and it does not describe a standalone client or contact export. The ",{"type":138,"tag":204,"props":525,"children":527},{"href":83,"rel":526},[474],[528],{"type":143,"value":529},"client list article",{"type":143,"value":531}," covers filters and table views, not exporting. So open the workbook, find the client and contact sheets, and check the columns before you move on. The ",{"type":138,"tag":204,"props":533,"children":535},{"href":51,"rel":534},[474],[536],{"type":143,"value":174},{"type":143,"value":538}," also lists clients.",{"type":138,"tag":151,"props":540,"children":542},{"id":541},"_2-export-your-invoices-and-payments",[543],{"type":143,"value":544},"2. Export your invoices and payments",{"type":138,"tag":139,"props":546,"children":547},{},[548],{"type":143,"value":549},"Two routes, both Excel-based:",{"type":138,"tag":227,"props":551,"children":552},{},[553,585],{"type":138,"tag":231,"props":554,"children":555},{},[556,561,563,569,571,576,578,583],{"type":138,"tag":163,"props":557,"children":558},{},[559],{"type":143,"value":560},"Export accounting workbook.",{"type":143,"value":562}," Per the ",{"type":138,"tag":204,"props":564,"children":566},{"href":51,"rel":565},[474],[567],{"type":143,"value":568},"Money In & Out article",{"type":143,"value":570},", open ",{"type":138,"tag":163,"props":572,"children":573},{},[574],{"type":143,"value":575},"Money In & Out",{"type":143,"value":577},", choose the complete calendar months you want, then select ",{"type":138,"tag":163,"props":579,"children":580},{},[581],{"type":143,"value":582},"Export accounting workbook",{"type":143,"value":584},". Moxie says it downloads the P&L, invoices, payments, expenses, taxes, clients and client deposit liabilities. The article does not state the file format.",{"type":138,"tag":231,"props":586,"children":587},{},[588,593,594,600,602,607],{"type":138,"tag":163,"props":589,"children":590},{},[591],{"type":143,"value":592},"Account statement.",{"type":143,"value":562},{"type":138,"tag":204,"props":595,"children":597},{"href":59,"rel":596},[474],[598],{"type":143,"value":599},"client workspace article",{"type":143,"value":601},", open a client, select the ",{"type":138,"tag":163,"props":603,"children":604},{},[605],{"type":143,"value":606},"Account statement",{"type":143,"value":608}," shortcut, pick a period (all time, this or last month, quarter, year, or a custom range) and download the Excel workbook. It holds invoice and payment activity, running and open balances, and the deposit balance.",{"type":138,"tag":139,"props":610,"children":611},{},[612,614,620],{"type":143,"value":613},"The ",{"type":138,"tag":204,"props":615,"children":617},{"href":63,"rel":616},[474],[618],{"type":143,"value":619},"invoices article",{"type":143,"value":621}," does not describe downloading invoices as PDF or CSV. A generic workaround: decide which invoices you need as PDFs. Open and unpaid ones, plus the last tax year, are usually enough, so open those and save them from your browser. Ask your accountant before you archive the rest.",{"type":138,"tag":151,"props":623,"children":625},{"id":624},"_3-save-your-proposals-and-contracts",[626],{"type":143,"value":627},"3. Save your proposals and contracts",{"type":138,"tag":139,"props":629,"children":630},{},[631,633,639],{"type":143,"value":632},"Moxie calls these agreements. Per the ",{"type":138,"tag":204,"props":634,"children":636},{"href":67,"rel":635},[474],[637],{"type":143,"value":638},"agreement article",{"type":143,"value":479},{"type":138,"tag":481,"props":641,"children":642},{},[643,648,660],{"type":138,"tag":231,"props":644,"children":645},{},[646],{"type":143,"value":647},"Open the agreement in the builder.",{"type":138,"tag":231,"props":649,"children":650},{},[651,653,658],{"type":143,"value":652},"Select ",{"type":138,"tag":163,"props":654,"children":655},{},[656],{"type":143,"value":657},"Preview",{"type":143,"value":659}," in the toolbar.",{"type":138,"tag":231,"props":661,"children":662},{},[663,664,669],{"type":143,"value":652},{"type":138,"tag":163,"props":665,"children":666},{},[667],{"type":143,"value":668},"Download PDF",{"type":143,"value":670},". Moxie says this creates a print-ready copy from the client's view, including a signature certificate.",{"type":138,"tag":139,"props":672,"children":673},{},[674,676,682],{"type":143,"value":675},"The article does not describe downloading a signed copy from a fully executed agreement, and the ",{"type":138,"tag":204,"props":677,"children":679},{"href":71,"rel":678},[474],[680],{"type":143,"value":681},"templates article",{"type":143,"value":683}," lists no download option. A generic workaround: open each signed agreement you still need, save or print it to PDF, then open the saved file and confirm that signatures and dates are visible. If a document is missing its signature record, ask Moxie support before you cancel.",{"type":138,"tag":685,"props":686,"children":692},"blog-illustration",{":height":687,":width":688,"alt":689,"src":690,"srcSet":691},"893","1600","Two people talk across a desk in front of a folder, a project chart and a signed document, with a laptop and a plant.","\u002Fimages\u002Fblog\u002Fgenerated\u002Fhow-to-export-from-moxie-agreements-and-reports.webp","\u002Fimages\u002Fblog\u002Fgenerated\u002Fhow-to-export-from-moxie-agreements-and-reports-800.webp 800w, \u002Fimages\u002Fblog\u002Fgenerated\u002Fhow-to-export-from-moxie-agreements-and-reports.webp 1600w",[],{"type":138,"tag":151,"props":694,"children":696},{"id":695},"_4-export-your-time-entries",[697],{"type":143,"value":698},"4. Export your time entries",{"type":138,"tag":139,"props":700,"children":701},{},[702,704,710,712,716],{"type":143,"value":703},"Per Moxie's ",{"type":138,"tag":204,"props":705,"children":707},{"href":75,"rel":706},[474],[708],{"type":143,"value":709},"time entries article",{"type":143,"value":711},", the time tracking page has an ",{"type":138,"tag":163,"props":713,"children":714},{},[715],{"type":143,"value":511},{"type":143,"value":717}," button that downloads the current scoped result set. Apply your date range and filters first, and widen them to cover every year you want to keep. The article does not name the file format, so open the download and check the columns. Time worked may also appear in the full workspace workbook from step 1.",{"type":138,"tag":151,"props":719,"children":721},{"id":720},"_5-export-your-expenses",[722],{"type":143,"value":723},"5. Export your expenses",{"type":138,"tag":139,"props":725,"children":726},{},[727,729,735,737,741],{"type":143,"value":728},"I found no standalone expense export. The ",{"type":138,"tag":204,"props":730,"children":732},{"href":79,"rel":731},[474],[733],{"type":143,"value":734},"expenses article",{"type":143,"value":736}," covers previewing receipts inside Moxie and nothing about downloading them. Two routes remain: the ",{"type":138,"tag":163,"props":738,"children":739},{},[740],{"type":143,"value":174},{"type":143,"value":742}," from step 2, which Moxie says includes expenses, and the full workspace workbook from step 1. A generic workaround for receipts: open each expense you need for tax and save the attached receipt files one at a time.",{"type":138,"tag":685,"props":744,"children":748},{":height":687,":width":688,"alt":745,"src":746,"srcSet":747},"Two people at a table covered with an hourglass, a calendar, receipts, a tablet and a stack of documents.","\u002Fimages\u002Fblog\u002Fgenerated\u002Fhow-to-export-from-moxie-time-and-expenses.webp","\u002Fimages\u002Fblog\u002Fgenerated\u002Fhow-to-export-from-moxie-time-and-expenses-800.webp 800w, \u002Fimages\u002Fblog\u002Fgenerated\u002Fhow-to-export-from-moxie-time-and-expenses.webp 1600w",[],{"type":138,"tag":151,"props":750,"children":752},{"id":751},"_6-export-your-projects-and-tasks",[753],{"type":143,"value":754},"6. Export your projects and tasks",{"type":138,"tag":139,"props":756,"children":757},{},[758,759,765],{"type":143,"value":613},{"type":138,"tag":204,"props":760,"children":762},{"href":87,"rel":761},[474],[763],{"type":143,"value":764},"projects article",{"type":143,"value":766}," describes list, table and saved views, and no export. Your best documented route is the full workspace workbook from step 1. I could not confirm which project and task fields it holds, so check that statuses, dates and the client link are there. Treat comments and attachments as unconfirmed.",{"type":138,"tag":151,"props":768,"children":770},{"id":769},"_7-files",[771],{"type":143,"value":772},"7. Files",{"type":138,"tag":139,"props":774,"children":775},{},[776,778,784,786,791],{"type":143,"value":777},"Moxie's ",{"type":138,"tag":204,"props":779,"children":781},{"href":91,"rel":780},[474],[782],{"type":143,"value":783},"V3 to V4 article",{"type":143,"value":785}," says files now live under ",{"type":138,"tag":163,"props":787,"children":788},{},[789],{"type":143,"value":790},"Clients, Files",{"type":143,"value":792},", and that file details include previews and downloads. I found no bulk file export. A generic workaround: open each active client, download the files you need one at a time, and keep them in a folder named for the client. Do active clients first and archived ones only if you need them.",{"type":138,"tag":151,"props":794,"children":796},{"id":795},"_8-templates",[797],{"type":143,"value":798},"8. Templates",{"type":138,"tag":139,"props":800,"children":801},{},[802,804,809],{"type":143,"value":803},"Moxie has six template types (email, agreements, agreement packages, products and services, projects and invoices), per its ",{"type":138,"tag":204,"props":805,"children":807},{"href":95,"rel":806},[474],[808],{"type":143,"value":681},{"type":143,"value":810},". None of the articles describe exporting them, so I am treating this as a gap. A generic workaround: copy the text of the agreement and email templates you still use into a document, and note your product and service names and prices in a spreadsheet. Skip anything you have not sent in a year. You will rebuild these in the new tool.",{"type":138,"tag":151,"props":812,"children":814},{"id":813},"_9-accounting-and-tax-reports",[815],{"type":143,"value":816},"9. Accounting and tax reports",{"type":138,"tag":139,"props":818,"children":819},{},[820,822,828,830,835,837,841,843,848,850,855],{"type":143,"value":821},"The tax export is the accounting workbook. Per Moxie's ",{"type":138,"tag":204,"props":823,"children":825},{"href":55,"rel":824},[474],[826],{"type":143,"value":827},"tax article",{"type":143,"value":829},", go to ",{"type":138,"tag":163,"props":831,"children":832},{},[833],{"type":143,"value":834},"Money, then Reports",{"type":143,"value":836},", choose your filing period (Moxie expands it to complete calendar months) and click ",{"type":138,"tag":163,"props":838,"children":839},{},[840],{"type":143,"value":582},{"type":143,"value":842},". It includes a ",{"type":138,"tag":163,"props":844,"children":845},{},[846],{"type":143,"value":847},"Taxes collected",{"type":143,"value":849}," sheet and a ",{"type":138,"tag":163,"props":851,"children":852},{},[853],{"type":143,"value":854},"Tax detail",{"type":143,"value":856}," sheet.",{"type":138,"tag":139,"props":858,"children":859},{},[860],{"type":143,"value":861},"Moxie says the tax export is cash-basis: unpaid invoices contribute no collected tax, and it follows payment dates, not invoice dates. If your filing needs accrual or invoice-date reporting, or a period that is not whole calendar months, the workbook alone may not be enough, so ask your accountant. A generic workaround: run the export for every year you want to keep and give the files to your accountant.",{"type":138,"tag":151,"props":863,"children":865},{"id":864},"bring-it-into-workspace369",[866],{"type":143,"value":867},"Bring it into Workspace369",{"type":138,"tag":139,"props":869,"children":870},{},[871],{"type":143,"value":872},"There is no Moxie importer, and Workspace369 does not claim one. Here is what the process looks like instead.",{"type":138,"tag":481,"props":874,"children":875},{},[876,886,909,919],{"type":138,"tag":231,"props":877,"children":878},{},[879,884],{"type":138,"tag":163,"props":880,"children":881},{},[882],{"type":143,"value":883},"Take the client and contact data from step 1",{"type":143,"value":885},", the expenses from steps 2 and 5, and a spreadsheet of any products, invoices or proposals you want to carry over. Save sheets as CSV or XLSX, clean the columns a little, and remove clients you no longer need.",{"type":138,"tag":231,"props":887,"children":888},{},[889,899,901,907],{"type":138,"tag":163,"props":890,"children":891},{},[892,894],{"type":143,"value":893},"Run ",{"type":138,"tag":204,"props":895,"children":897},{"href":896},"\u002Fintegrations\u002Fcsv-import\u002F",[898],{"type":143,"value":200},{"type":143,"value":900}," for each record type. You upload a CSV or XLSX of clients, products, expenses, invoices or proposals. AI Import maps your columns to the right fields and you review the mapping. It shows the AI usage estimate before it writes anything. AI Import is on ",{"type":138,"tag":204,"props":902,"children":904},{"href":903},"\u002Fpricing\u002F",[905],{"type":143,"value":906},"every Workspace369 plan",{"type":143,"value":908}," and brings in only what your plan includes, so expenses need Specialist.",{"type":138,"tag":231,"props":910,"children":911},{},[912,917],{"type":138,"tag":163,"props":913,"children":914},{},[915],{"type":143,"value":916},"Attach files and notes",{"type":143,"value":918}," to the client record or project from the downloads in steps 3 and 7.",{"type":138,"tag":231,"props":920,"children":921},{},[922,927],{"type":138,"tag":163,"props":923,"children":924},{},[925],{"type":143,"value":926},"Rebuild the few templates",{"type":143,"value":928}," you saved in step 8.",{"type":138,"tag":139,"props":930,"children":931},{},[932,934,939,941,946,948,953,955,961,963,969],{"type":143,"value":933},"The full checklist, including what moves and what you re-create, is on the ",{"type":138,"tag":204,"props":935,"children":936},{"href":214},[937],{"type":143,"value":938},"switch from Moxie",{"type":143,"value":940}," page. For a feature-by-feature view, see ",{"type":138,"tag":204,"props":942,"children":944},{"href":943},"\u002Fcompare\u002Fmoxie\u002F",[945],{"type":143,"value":33},{"type":143,"value":947},", or browse the ",{"type":138,"tag":204,"props":949,"children":951},{"href":950},"\u002Falternatives\u002Fmoxie\u002F",[952],{"type":143,"value":36},{"type":143,"value":954},". Leaving another tool? The ",{"type":138,"tag":204,"props":956,"children":958},{"href":957},"\u002Fblog\u002Fhow-to-export-from-bonsai\u002F",[959],{"type":143,"value":960},"Bonsai export checklist",{"type":143,"value":962}," and the ",{"type":138,"tag":204,"props":964,"children":966},{"href":965},"\u002Fblog\u002Fhow-to-export-from-honeybook\u002F",[967],{"type":143,"value":968},"HoneyBook export checklist",{"type":143,"value":970}," work the same way.",{"type":138,"tag":139,"props":972,"children":973},{},[974],{"type":143,"value":975},"Old Moxie links and client portal pages keep pointing at Moxie, so tell active clients where to go next.",{"type":138,"tag":151,"props":977,"children":979},{"id":978},"what-happens-when-you-cancel",[980],{"type":143,"value":981},"What happens when you cancel",{"type":138,"tag":139,"props":983,"children":984},{},[985,986,992],{"type":143,"value":777},{"type":138,"tag":204,"props":987,"children":989},{"href":99,"rel":988},[474],[990],{"type":143,"value":991},"billing article",{"type":143,"value":993}," says that if a subscription is inactive or expired, the workspace owner can still download a full workspace export from Data import \u002F export, and that imports are unavailable until the subscription is active again. It also says cancelling a web subscription can affect paid add-ons, so read the confirmation carefully. It does not say how long your data is kept, so ask Moxie support in writing before you cancel. Do not use that export access as a reason to wait: download it now.",{"type":138,"tag":151,"props":995,"children":997},{"id":996},"final-check-before-you-cancel",[998],{"type":143,"value":999},"Final check before you cancel",{"type":138,"tag":227,"props":1001,"children":1002},{},[1003,1008,1013,1018,1023],{"type":138,"tag":231,"props":1004,"children":1005},{},[1006],{"type":143,"value":1007},"The workspace workbook and the accounting workbook open correctly, and you have compared their sheets with your account.",{"type":138,"tag":231,"props":1009,"children":1010},{},[1011],{"type":143,"value":1012},"Time tracking and tax exports are saved for every year you need.",{"type":138,"tag":231,"props":1014,"children":1015},{},[1016],{"type":143,"value":1017},"Agreements you need are saved as PDF, with signatures visible, and open invoices are paid or moved.",{"type":138,"tag":231,"props":1019,"children":1020},{},[1021],{"type":143,"value":1022},"Files and template text are saved in a folder.",{"type":138,"tag":231,"props":1024,"children":1025},{},[1026],{"type":143,"value":1027},"A second copy of the folder exists somewhere other than your laptop.",{"type":138,"tag":139,"props":1029,"children":1030},{},[1031,1033,1038],{"type":143,"value":1032},"Then cancel Moxie when the last open invoice there is paid. If you want to compare before you commit, the 14-day Workspace369 trial is card-first, so you add a card to start it. ",{"type":138,"tag":204,"props":1034,"children":1035},{"href":214},[1036],{"type":143,"value":1037},"Here is the Moxie switch checklist",{"type":143,"value":219},{"title":7,"searchDepth":1040,"depth":1040,"links":1041},2,[1042,1043,1044,1045,1046,1047,1048,1049,1050,1051,1052,1053,1054,1055,1056],{"id":153,"depth":1040,"text":156},{"id":222,"depth":1040,"text":225},{"id":263,"depth":1040,"text":266},{"id":462,"depth":1040,"text":465},{"id":541,"depth":1040,"text":544},{"id":624,"depth":1040,"text":627},{"id":695,"depth":1040,"text":698},{"id":720,"depth":1040,"text":723},{"id":751,"depth":1040,"text":754},{"id":769,"depth":1040,"text":772},{"id":795,"depth":1040,"text":798},{"id":813,"depth":1040,"text":816},{"id":864,"depth":1040,"text":867},{"id":978,"depth":1040,"text":981},{"id":996,"depth":1040,"text":999},"markdown","content:blog:how-to-export-from-moxie.md","content","blog\u002Fhow-to-export-from-moxie.md","blog\u002Fhow-to-export-from-moxie","md",1792912717712]