[{"data":1,"prerenderedAt":963},["ShallowReactive",2],{"content-\u002Fblog\u002Fhow-to-export-from-suitedash":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":41,"faq":82,"readingTime":107,"body":112,"_type":957,"_id":958,"_source":959,"_file":960,"_stem":961,"_extension":962},"\u002Fblog\u002Fhow-to-export-from-suitedash","blog",false,"","How to export everything from SuiteDash (2026)","How to export from SuiteDash: a checklist of contacts and companies as CSV, payments as CSV, reports as a spreadsheet or PDF, and what has no export.","2026-10-17T12:00:00.000Z","2026-10-22T12:00:00.000Z","how to export from suitedash",{"name":14,"role":15},"Simon Dziak","Founder, Workspace369","Workspace369 publishes this guide and sells an alternative client-work platform. Every SuiteDash step below comes from a page on help.suitedash.com or suitedash.com and is linked where it is used. On October 17, 2026 we opened the contacts and companies export, invoices, CRM settings, proposals, timers, files toolkit and PDF signing help articles, the financial reporting page and the updates log directly. We did not open the file attachments article or the roadmap page; they are labelled \"not opened directly\" where used. Check each article in your account before you rely on it.",[18,19,20,21],"SuiteDash","export","switching","client management",[23,24,25,26,27],"SuiteDash exports Contacts and Companies as CSV: go to CRM, then Contacts or Companies, click Export, pick and order the fields, and click Download. You get the file by email or from the Export\u002FImport Logs page.","Payments export as CSV from Office, then Invoices, then Payments, in List View with the Export button. SuiteDash's invoices article does not describe exporting invoices themselves or downloading invoice PDFs.","SuiteDash says reports can be exported as a spreadsheet or PDF, and its updates log mentions a Workflow Designer proposal that can be downloaded as a PDF or Markdown file. We found no documented export for time entries, projects, tasks, expenses as a list, templates or a bulk download of files.","There is no one-click SuiteDash 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.","Keep your SuiteDash account active until you have opened every file you saved.",[29,32,35,38],{"title":30,"path":31},"Switch from SuiteDash to Workspace369","\u002Fswitch\u002Fsuitedash",{"title":33,"path":34},"SuiteDash alternatives","\u002Falternatives\u002Fsuitedash",{"title":36,"path":37},"How to export everything from Bonsai","\u002Fblog\u002Fhow-to-export-from-bonsai",{"title":39,"path":40},"How to export everything from HoneyBook","\u002Fblog\u002Fhow-to-export-from-honeybook",[42,46,50,54,58,62,66,70,74,78],{"title":43,"url":44,"note":45},"SuiteDash Help: CRM, Importing & Exporting Contacts and Companies","https:\u002F\u002Fhelp.suitedash.com\u002Farticle\u002F66-importing-exporting-your-contacts","CRM, Contacts or Companies, Export, choose and order fields, Download; file arrives by email and on the Export\u002FImport Logs page. Opened directly October 17, 2026.",{"title":47,"url":48,"note":49},"SuiteDash Help: CRM Settings","https:\u002F\u002Fhelp.suitedash.com\u002Farticle\u002F398-crm-settings","Export CSV Permissions section controls which Roles can export Contacts and Companies data. Opened directly October 17, 2026.",{"title":51,"url":52,"note":53},"SuiteDash Help: OFFICE, Invoices","https:\u002F\u002Fhelp.suitedash.com\u002Farticle\u002F45-office-invoices","Payments exported to CSV from Office, Invoices, Payments, List View, Export; filter first to export a subset. Does not describe exporting invoices or invoice PDFs. Opened directly October 17, 2026.",{"title":55,"url":56,"note":57},"SuiteDash Help: OFFICE, Proposals & Proposal Generators","https:\u002F\u002Fhelp.suitedash.com\u002Farticle\u002F434-proposals","The client gets a View\u002FPrint PDF button, available even before signing. No staff download or signed-copy export described. Opened directly October 17, 2026.",{"title":59,"url":60,"note":61},"SuiteDash Help: DOCUMENTS, PDF Signing","https:\u002F\u002Fhelp.suitedash.com\u002Farticle\u002F547-documents-pdf-signing","A copy of the eSigned document is sent to signees with the audit trail attached; no staff download steps described. Opened directly October 17, 2026.",{"title":63,"url":64,"note":65},"SuiteDash Help: Timers & Time Tracking Widget","https:\u002F\u002Fhelp.suitedash.com\u002Farticle\u002F75-timers-overview","Timers list under Projects, then Timers; no export described. Opened directly October 17, 2026.",{"title":67,"url":68,"note":69},"SuiteDash Help: FILES, Files Toolkit","https:\u002F\u002Fhelp.suitedash.com\u002Farticle\u002F52-files-toolkit-overview","Clicking a file type that cannot be previewed downloads it; no folder or bulk download described. Opened directly October 17, 2026.",{"title":71,"url":72,"note":73},"SuiteDash Help: OFFICE, File Attachments for Invoices \u002F Estimates \u002F Proposals","https:\u002F\u002Fhelp.suitedash.com\u002Farticle\u002F532-office-file-attachments","Per a search summary, attachments are viewed via Options, Attached Files, and more than 5 attachments are zipped automatically (not opened directly).",{"title":75,"url":76,"note":77},"SuiteDash: Financial Reporting & Dashboards","https:\u002F\u002Fsuitedash.com\u002Ffinancial-reporting-dashboards\u002F","Marketing page; says custom reports can be exported to PDF or a spreadsheet and lists PDF, CSV and scheduled delivery. Does not give steps. Opened directly October 17, 2026.",{"title":79,"url":80,"note":81},"SuiteDash: Updates Log","https:\u002F\u002Fsuitedash.com\u002Fupdates-log\u002F","September 25, 2026 entries: Profit & Loss reports export as spreadsheet or PDF; a finished Workflow Designer proposal downloads as PDF or Markdown. We read the first 100,000 of about 259,000 characters, so other entries may exist.",[83,86,89,92,95,98,101,104],{"question":84,"answer":85},"Can I export all my data from SuiteDash in one click?","We found no such option. SuiteDash documents separate exports: Contacts and Companies as CSV from the CRM, payments as CSV from the Payments list, and reports as a spreadsheet or PDF. Everything else needs a manual workaround.",{"question":87,"answer":88},"How do I export my SuiteDash client list?","Go to CRM, then Companies or Contacts, click Export, select and order the fields, and click Download. SuiteDash emails you when the export finishes, and you can also download it from the Export\u002FImport Logs page. Run it once for Companies and once for Contacts.",{"question":90,"answer":91},"Why can I not see the Export button in SuiteDash?","SuiteDash's CRM Settings has an Export CSV Permissions section that picks which Roles can export Contacts and Companies. Ask the account owner to check it.",{"question":93,"answer":94},"Can I export SuiteDash invoices and payments?","Payments, yes: Office, Invoices, Payments, then Export in List View gives a CSV, and a filter limits it to a subset. The invoices article does not describe exporting invoices or invoice PDFs, so check your own account and save the ones you need from your browser.",{"question":96,"answer":97},"Can I download SuiteDash proposals and signed contracts?","SuiteDash says clients get a View\u002FPrint PDF button on a proposal, and its September 25, 2026 update mentions downloading a finished Workflow Designer proposal as PDF or Markdown. A signed eSigned copy is sent to signees with the audit trail. We found no help article with staff steps for bulk-saving signed documents, so open each one and check.",{"question":99,"answer":100},"Can I export my SuiteDash time entries or projects?","We found no documented export for them. The timers article only covers viewing timers under Projects, then Timers. Generic workaround: screenshot or copy the list for each period you need, and ask SuiteDash Support whether a data export exists for your plan.",{"question":102,"answer":103},"Is there a SuiteDash importer in Workspace369?","No. Workspace369 has no SuiteDash-specific importer and no one-click import. You export from SuiteDash, 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":105,"answer":106},"When should I cancel SuiteDash?","After you have saved and opened every export, and after your last open invoice there is paid. We did not find a published article on what happens to your data after cancelling, so ask SuiteDash Support in writing.",{"text":108,"minutes":109,"time":110,"words":111},"8 min read",7.255,435300,1451,{"type":113,"children":114,"toc":940},"root",[115,123,128,135,162,191,197,222,228,417,423,437,493,498,524,533,539,551,607,612,618,646,659,665,685,691,704,710,716,739,745,765,771,776,782,794,800,805,861,896,901,907,935],{"type":116,"tag":117,"props":118,"children":119},"element","p",{},[120],{"type":121,"value":122},"text","If you are leaving SuiteDash, export first and cancel last. This guide is a checklist of what SuiteDash'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":116,"tag":117,"props":124,"children":125},{},[126],{"type":121,"value":127},"Every step links to the SuiteDash page it comes from. I opened them on October 17, 2026, except where marked \"not opened directly\". SuiteDash changes often, so compare each step with what you see on screen.",{"type":116,"tag":129,"props":130,"children":132},"h2",{"id":131},"quick-answer",[133],{"type":121,"value":134},"Quick answer",{"type":116,"tag":117,"props":136,"children":137},{},[138,140,146,148,153,155,160],{"type":121,"value":139},"SuiteDash lets you export ",{"type":116,"tag":141,"props":142,"children":143},"strong",{},[144],{"type":121,"value":145},"Contacts and Companies as CSV",{"type":121,"value":147},", ",{"type":116,"tag":141,"props":149,"children":150},{},[151],{"type":121,"value":152},"payments as CSV",{"type":121,"value":154},", and ",{"type":116,"tag":141,"props":156,"children":157},{},[158],{"type":121,"value":159},"reports as a spreadsheet or PDF",{"type":121,"value":161},". The updates log also mentions downloading a finished proposal as PDF or Markdown in the Workflow Designer, which may not be the same as Office proposals. I found no documented export for time entries, projects, tasks, expenses as a list, templates, or a bulk download of files. There is no single \"export everything\" button.",{"type":116,"tag":117,"props":163,"children":164},{},[165,167,172,174,181,183,189],{"type":121,"value":166},"There is also no one-click SuiteDash to Workspace369 importer. You export from SuiteDash, then bring the spreadsheets in with ",{"type":116,"tag":141,"props":168,"children":169},{},[170],{"type":121,"value":171},"AI Import",{"type":121,"value":173},". More on that ",{"type":116,"tag":175,"props":176,"children":178},"a",{"href":177},"#bring-it-into-workspace369",[179],{"type":121,"value":180},"below",{"type":121,"value":182},". If you want the short version of the whole move, start with ",{"type":116,"tag":175,"props":184,"children":186},{"href":185},"\u002Fswitch\u002Fsuitedash\u002F",[187],{"type":121,"value":188},"switching from SuiteDash",{"type":121,"value":190},".",{"type":116,"tag":129,"props":192,"children":194},{"id":193},"before-you-start",[195],{"type":121,"value":196},"Before you start",{"type":116,"tag":198,"props":199,"children":200},"ul",{},[201,212],{"type":116,"tag":202,"props":203,"children":204},"li",{},[205,210],{"type":116,"tag":141,"props":206,"children":207},{},[208],{"type":121,"value":209},"Use the web app, as the account owner.",{"type":121,"value":211}," SuiteDash lets admins choose which Roles can export Contacts and Companies, so a team role may not see the button.",{"type":116,"tag":202,"props":213,"children":214},{},[215,220],{"type":116,"tag":141,"props":216,"children":217},{},[218],{"type":121,"value":219},"Do not cancel yet.",{"type":121,"value":221}," Keep the account active until the last step.",{"type":116,"tag":129,"props":223,"children":225},{"id":224},"checklist-at-a-glance",[226],{"type":121,"value":227},"Checklist at a glance",{"type":116,"tag":229,"props":230,"children":231},"table",{},[232,256],{"type":116,"tag":233,"props":234,"children":235},"thead",{},[236],{"type":116,"tag":237,"props":238,"children":239},"tr",{},[240,246,251],{"type":116,"tag":241,"props":242,"children":243},"th",{},[244],{"type":121,"value":245},"What",{"type":116,"tag":241,"props":247,"children":248},{},[249],{"type":121,"value":250},"SuiteDash gives you",{"type":116,"tag":241,"props":252,"children":253},{},[254],{"type":121,"value":255},"Format",{"type":116,"tag":257,"props":258,"children":259},"tbody",{},[260,279,296,314,332,350,366,384,400],{"type":116,"tag":237,"props":261,"children":262},{},[263,269,274],{"type":116,"tag":264,"props":265,"children":266},"td",{},[267],{"type":121,"value":268},"Clients, contacts and companies",{"type":116,"tag":264,"props":270,"children":271},{},[272],{"type":121,"value":273},"CRM, Contacts and Companies, Export",{"type":116,"tag":264,"props":275,"children":276},{},[277],{"type":121,"value":278},"CSV",{"type":116,"tag":237,"props":280,"children":281},{},[282,287,292],{"type":116,"tag":264,"props":283,"children":284},{},[285],{"type":121,"value":286},"Invoices and payments",{"type":116,"tag":264,"props":288,"children":289},{},[290],{"type":121,"value":291},"Payments, Export (invoices themselves not documented)",{"type":116,"tag":264,"props":293,"children":294},{},[295],{"type":121,"value":278},{"type":116,"tag":237,"props":297,"children":298},{},[299,304,309],{"type":116,"tag":264,"props":300,"children":301},{},[302],{"type":121,"value":303},"Proposals and contracts",{"type":116,"tag":264,"props":305,"children":306},{},[307],{"type":121,"value":308},"Client View\u002FPrint PDF; Workflow Designer proposal as PDF or Markdown (per updates log); eSigned copy emailed to signees",{"type":116,"tag":264,"props":310,"children":311},{},[312],{"type":121,"value":313},"PDF, Markdown",{"type":116,"tag":237,"props":315,"children":316},{},[317,322,327],{"type":116,"tag":264,"props":318,"children":319},{},[320],{"type":121,"value":321},"Time entries",{"type":116,"tag":264,"props":323,"children":324},{},[325],{"type":121,"value":326},"No export documented",{"type":116,"tag":264,"props":328,"children":329},{},[330],{"type":121,"value":331},"Not documented",{"type":116,"tag":237,"props":333,"children":334},{},[335,340,345],{"type":116,"tag":264,"props":336,"children":337},{},[338],{"type":121,"value":339},"Expenses",{"type":116,"tag":264,"props":341,"children":342},{},[343],{"type":121,"value":344},"Via reports; no list export documented",{"type":116,"tag":264,"props":346,"children":347},{},[348],{"type":121,"value":349},"Spreadsheet or PDF",{"type":116,"tag":237,"props":351,"children":352},{},[353,358,362],{"type":116,"tag":264,"props":354,"children":355},{},[356],{"type":121,"value":357},"Projects and tasks",{"type":116,"tag":264,"props":359,"children":360},{},[361],{"type":121,"value":326},{"type":116,"tag":264,"props":363,"children":364},{},[365],{"type":121,"value":331},{"type":116,"tag":237,"props":367,"children":368},{},[369,374,379],{"type":116,"tag":264,"props":370,"children":371},{},[372],{"type":121,"value":373},"Files",{"type":116,"tag":264,"props":375,"children":376},{},[377],{"type":121,"value":378},"Download one at a time; no bulk download found",{"type":116,"tag":264,"props":380,"children":381},{},[382],{"type":121,"value":383},"Original files",{"type":116,"tag":237,"props":385,"children":386},{},[387,392,396],{"type":116,"tag":264,"props":388,"children":389},{},[390],{"type":121,"value":391},"Templates",{"type":116,"tag":264,"props":393,"children":394},{},[395],{"type":121,"value":326},{"type":116,"tag":264,"props":397,"children":398},{},[399],{"type":121,"value":331},{"type":116,"tag":237,"props":401,"children":402},{},[403,408,413],{"type":116,"tag":264,"props":404,"children":405},{},[406],{"type":121,"value":407},"Accounting and tax reports",{"type":116,"tag":264,"props":409,"children":410},{},[411],{"type":121,"value":412},"Reports, Profit & Loss",{"type":116,"tag":264,"props":414,"children":415},{},[416],{"type":121,"value":349},{"type":116,"tag":129,"props":418,"children":420},{"id":419},"_1-export-your-clients-contacts-and-companies",[421],{"type":121,"value":422},"1. Export your clients, contacts and companies",{"type":116,"tag":117,"props":424,"children":425},{},[426,428,435],{"type":121,"value":427},"Per SuiteDash's ",{"type":116,"tag":175,"props":429,"children":432},{"href":44,"rel":430},[431],"nofollow",[433],{"type":121,"value":434},"contacts and companies export article",{"type":121,"value":436},":",{"type":116,"tag":438,"props":439,"children":440},"ol",{},[441,460,471,483],{"type":116,"tag":202,"props":442,"children":443},{},[444,446,451,453,458],{"type":121,"value":445},"Go to ",{"type":116,"tag":141,"props":447,"children":448},{},[449],{"type":121,"value":450},"CRM, then Companies",{"type":121,"value":452}," (or ",{"type":116,"tag":141,"props":454,"children":455},{},[456],{"type":121,"value":457},"CRM, then Contacts",{"type":121,"value":459},").",{"type":116,"tag":202,"props":461,"children":462},{},[463,465,470],{"type":121,"value":464},"Click ",{"type":116,"tag":141,"props":466,"children":467},{},[468],{"type":121,"value":469},"Export",{"type":121,"value":190},{"type":116,"tag":202,"props":472,"children":473},{},[474,476,481],{"type":121,"value":475},"In the options window, check the fields you want and drag them into the order you want in the CSV. ",{"type":116,"tag":141,"props":477,"children":478},{},[479],{"type":121,"value":480},"Remember Selection",{"type":121,"value":482}," keeps your choices for next time.",{"type":116,"tag":202,"props":484,"children":485},{},[486,487,492],{"type":121,"value":464},{"type":116,"tag":141,"props":488,"children":489},{},[490],{"type":121,"value":491},"Download",{"type":121,"value":190},{"type":116,"tag":117,"props":494,"children":495},{},[496],{"type":121,"value":497},"SuiteDash then sends you to the Export\u002FImport Logs page and emails you when the file is ready. You can download it from the email or from that page. Run it twice, once for Companies and once for Contacts.",{"type":116,"tag":117,"props":499,"children":500},{},[501,503,507,509,515,517,522],{"type":121,"value":502},"If you cannot see ",{"type":116,"tag":141,"props":504,"children":505},{},[506],{"type":121,"value":469},{"type":121,"value":508},", the ",{"type":116,"tag":175,"props":510,"children":512},{"href":48,"rel":511},[431],[513],{"type":121,"value":514},"CRM Settings article",{"type":121,"value":516}," describes an ",{"type":116,"tag":141,"props":518,"children":519},{},[520],{"type":121,"value":521},"Export CSV Permissions",{"type":121,"value":523}," section where an admin picks which Roles can export Contacts and Companies. Notes attached to contacts and the links between a contact and a company are not mentioned in the article, so open the CSV and check the columns.",{"type":116,"tag":525,"props":526,"children":532},"blog-illustration",{":height":527,":width":528,"alt":529,"src":530,"srcSet":531},"893","1600","Two people at a desk sort client records, one with a tablet showing a contact card, beside a calculator and coins.","\u002Fimages\u002Fblog\u002Fgenerated\u002Fhow-to-export-from-suitedash-clients-and-invoices.webp","\u002Fimages\u002Fblog\u002Fgenerated\u002Fhow-to-export-from-suitedash-clients-and-invoices-800.webp 800w, \u002Fimages\u002Fblog\u002Fgenerated\u002Fhow-to-export-from-suitedash-clients-and-invoices.webp 1600w",[],{"type":116,"tag":129,"props":534,"children":536},{"id":535},"_2-export-your-invoices-and-payments",[537],{"type":121,"value":538},"2. Export your invoices and payments",{"type":116,"tag":117,"props":540,"children":541},{},[542,543,549],{"type":121,"value":427},{"type":116,"tag":175,"props":544,"children":546},{"href":52,"rel":545},[431],[547],{"type":121,"value":548},"invoices article",{"type":121,"value":550},", payments export as CSV:",{"type":116,"tag":438,"props":552,"children":553},{},[554,572,589],{"type":116,"tag":202,"props":555,"children":556},{},[557,558,563,565,570],{"type":121,"value":445},{"type":116,"tag":141,"props":559,"children":560},{},[561],{"type":121,"value":562},"Office, then Invoices",{"type":121,"value":564}," and click ",{"type":116,"tag":141,"props":566,"children":567},{},[568],{"type":121,"value":569},"Payments",{"type":121,"value":571}," in the top navigation.",{"type":116,"tag":202,"props":573,"children":574},{},[575,577,582,583,587],{"type":121,"value":576},"Make sure you are in ",{"type":116,"tag":141,"props":578,"children":579},{},[580],{"type":121,"value":581},"List View",{"type":121,"value":564},{"type":116,"tag":141,"props":584,"children":585},{},[586],{"type":121,"value":469},{"type":121,"value":588},". SuiteDash says this exports all payments.",{"type":116,"tag":202,"props":590,"children":591},{},[592,594,599,601,605],{"type":121,"value":593},"To export a subset, click ",{"type":116,"tag":141,"props":595,"children":596},{},[597],{"type":121,"value":598},"Filter",{"type":121,"value":600},", set your criteria, then click ",{"type":116,"tag":141,"props":602,"children":603},{},[604],{"type":121,"value":469},{"type":121,"value":606},". Only the filtered payments are included.",{"type":116,"tag":117,"props":608,"children":609},{},[610],{"type":121,"value":611},"The article does not describe exporting the invoices themselves or downloading invoice PDFs. 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 print them to PDF from your browser. Ask your accountant before you archive the rest.",{"type":116,"tag":129,"props":613,"children":615},{"id":614},"_3-save-your-proposals-and-contracts",[616],{"type":121,"value":617},"3. Save your proposals and contracts",{"type":116,"tag":117,"props":619,"children":620},{},[621,623,629,631,636,638,644],{"type":121,"value":622},"SuiteDash's ",{"type":116,"tag":175,"props":624,"children":626},{"href":56,"rel":625},[431],[627],{"type":121,"value":628},"proposals article",{"type":121,"value":630}," says the client automatically gets a ",{"type":116,"tag":141,"props":632,"children":633},{},[634],{"type":121,"value":635},"View\u002FPrint PDF",{"type":121,"value":637}," button below the proposal pages, available even before they sign. It does not describe a staff download. The ",{"type":116,"tag":175,"props":639,"children":641},{"href":80,"rel":640},[431],[642],{"type":121,"value":643},"updates log",{"type":121,"value":645}," has a Workflow Designer entry from September 25, 2026 saying you can \"Download the finished proposal as a PDF or a Markdown file\". It is not clear that this covers Office proposals, and I found no click path, so check in your account.",{"type":116,"tag":117,"props":647,"children":648},{},[649,651,657],{"type":121,"value":650},"For signed documents, the ",{"type":116,"tag":175,"props":652,"children":654},{"href":60,"rel":653},[431],[655],{"type":121,"value":656},"PDF signing article",{"type":121,"value":658}," says a copy of the eSigned document is sent to the signees with the audit trail attached. It does not describe staff steps to download them in bulk. A generic workaround: open each signed proposal or document you still need, save or print it to PDF, then open the saved file and confirm that signatures, dates and the audit trail are visible. Ask the signer to forward their emailed copy if yours is missing.",{"type":116,"tag":129,"props":660,"children":662},{"id":661},"_4-time-entries",[663],{"type":121,"value":664},"4. Time entries",{"type":116,"tag":117,"props":666,"children":667},{},[668,670,676,678,683],{"type":121,"value":669},"I found no export for time entries. SuiteDash's ",{"type":116,"tag":175,"props":671,"children":673},{"href":64,"rel":672},[431],[674],{"type":121,"value":675},"timers article",{"type":121,"value":677}," says timers are listed under ",{"type":116,"tag":141,"props":679,"children":680},{},[681],{"type":121,"value":682},"Projects, then Timers",{"type":121,"value":684}," and shown in a time tracking widget, and it mentions no export or report. A generic workaround: filter the list by month, copy or screenshot each period into a spreadsheet, and ask SuiteDash Support whether a data export exists for your plan.",{"type":116,"tag":129,"props":686,"children":688},{"id":687},"_5-expenses",[689],{"type":121,"value":690},"5. Expenses",{"type":116,"tag":117,"props":692,"children":693},{},[694,696,702],{"type":121,"value":695},"I found no help article that describes exporting an expenses list. SuiteDash's ",{"type":116,"tag":175,"props":697,"children":699},{"href":76,"rel":698},[431],[700],{"type":121,"value":701},"financial reporting page",{"type":121,"value":703}," describes expense reporting by category, department, project and vendor, and says reports can be exported to PDF or a spreadsheet. It is a marketing page without steps, so build the report you need in your account and check what the export contains. A generic workaround: run it for every year you want to keep and give the files to your accountant.",{"type":116,"tag":525,"props":705,"children":709},{":height":527,":width":528,"alt":706,"src":707,"srcSet":708},"A smiling person at a desk hands a dark folder with a check mark to a colleague, with file folders, a tablet and rolled plans on the table.","\u002Fimages\u002Fblog\u002Fgenerated\u002Fhow-to-export-from-suitedash-proposals-and-time.webp","\u002Fimages\u002Fblog\u002Fgenerated\u002Fhow-to-export-from-suitedash-proposals-and-time-800.webp 800w, \u002Fimages\u002Fblog\u002Fgenerated\u002Fhow-to-export-from-suitedash-proposals-and-time.webp 1600w",[],{"type":116,"tag":129,"props":711,"children":713},{"id":712},"_6-projects-and-tasks",[714],{"type":121,"value":715},"6. Projects and tasks",{"type":116,"tag":117,"props":717,"children":718},{},[719,721,728,730,737],{"type":121,"value":720},"I found no export for projects or tasks. The project articles I came across, including ",{"type":116,"tag":175,"props":722,"children":725},{"href":723,"rel":724},"https:\u002F\u002Fhelp.suitedash.com\u002Farticle\u002F34-creating-a-new-project",[431],[726],{"type":121,"value":727},"Projects",{"type":121,"value":729}," and ",{"type":116,"tag":175,"props":731,"children":734},{"href":732,"rel":733},"https:\u002F\u002Fhelp.suitedash.com\u002Farticle\u002F68-task-templates",[431],[735],{"type":121,"value":736},"Task Templates",{"type":121,"value":738}," (not opened directly), cover creating them, not exporting them. A generic workaround: for each active project, copy the task list, due dates and status into a spreadsheet, one tab per project. Skip archived projects unless you need them.",{"type":116,"tag":129,"props":740,"children":742},{"id":741},"_7-files",[743],{"type":121,"value":744},"7. Files",{"type":116,"tag":117,"props":746,"children":747},{},[748,749,755,757,763],{"type":121,"value":622},{"type":116,"tag":175,"props":750,"children":752},{"href":68,"rel":751},[431],[753],{"type":121,"value":754},"Files Toolkit article",{"type":121,"value":756}," says clicking a file type that cannot be previewed downloads it. It describes no folder or bulk download. A search summary of the ",{"type":116,"tag":175,"props":758,"children":760},{"href":72,"rel":759},[431],[761],{"type":121,"value":762},"file attachments article",{"type":121,"value":764}," says more than 5 attachments on an invoice, proposal or message are zipped automatically (not opened directly). 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.",{"type":116,"tag":129,"props":766,"children":768},{"id":767},"_8-templates",[769],{"type":121,"value":770},"8. Templates",{"type":116,"tag":117,"props":772,"children":773},{},[774],{"type":121,"value":775},"I found no help article that describes exporting templates, so I am treating this as a gap. A generic workaround: copy the text of the proposal, document and task templates you still use into a document, and skip the ones you have not sent in a year. You will rebuild these in the new tool.",{"type":116,"tag":129,"props":777,"children":779},{"id":778},"_9-accounting-and-tax-reports",[780],{"type":121,"value":781},"9. Accounting and tax reports",{"type":116,"tag":117,"props":783,"children":784},{},[785,787,792],{"type":121,"value":786},"SuiteDash's updates log says its Profit & Loss report can be exported as a \"Spreadsheet or PDF, downloaded or emailed on a schedule\", and the ",{"type":116,"tag":175,"props":788,"children":790},{"href":76,"rel":789},[431],[791],{"type":121,"value":701},{"type":121,"value":793}," says custom reports export to PDF or a spreadsheet and lists CSV. The same page says formal financial statements are handled in accounting software such as QuickBooks or Xero. I did not confirm export steps for tax reports, so ask SuiteDash Support or your accountant what you need for each tax year. A generic workaround: export the payments CSV and a Profit & Loss report for every year you want to keep and give the files to your accountant.",{"type":116,"tag":129,"props":795,"children":797},{"id":796},"bring-it-into-workspace369",[798],{"type":121,"value":799},"Bring it into Workspace369",{"type":116,"tag":117,"props":801,"children":802},{},[803],{"type":121,"value":804},"There is no SuiteDash importer, and Workspace369 does not claim one. Here is what the process looks like instead.",{"type":116,"tag":438,"props":806,"children":807},{},[808,818,841,851],{"type":116,"tag":202,"props":809,"children":810},{},[811,816],{"type":116,"tag":141,"props":812,"children":813},{},[814],{"type":121,"value":815},"Take the Companies and Contacts CSVs from step 1",{"type":121,"value":817},", the payments CSV from step 2, and a spreadsheet of any products, expenses, invoices or proposals you want to carry over. Clean the columns a little. Remove clients you no longer need.",{"type":116,"tag":202,"props":819,"children":820},{},[821,831,833,839],{"type":116,"tag":141,"props":822,"children":823},{},[824,826],{"type":121,"value":825},"Run ",{"type":116,"tag":175,"props":827,"children":829},{"href":828},"\u002Fintegrations\u002Fcsv-import\u002F",[830],{"type":121,"value":171},{"type":121,"value":832}," 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":116,"tag":175,"props":834,"children":836},{"href":835},"\u002Fpricing\u002F",[837],{"type":121,"value":838},"every Workspace369 plan",{"type":121,"value":840}," and brings in only what your plan includes, so expenses need Specialist.",{"type":116,"tag":202,"props":842,"children":843},{},[844,849],{"type":116,"tag":141,"props":845,"children":846},{},[847],{"type":121,"value":848},"Attach files and notes",{"type":121,"value":850}," to the client record or project from the downloads in steps 3 and 7.",{"type":116,"tag":202,"props":852,"children":853},{},[854,859],{"type":116,"tag":141,"props":855,"children":856},{},[857],{"type":121,"value":858},"Rebuild the few templates",{"type":121,"value":860}," you saved in step 8.",{"type":116,"tag":117,"props":862,"children":863},{},[864,866,871,873,878,880,886,888,894],{"type":121,"value":865},"The full checklist, including what moves and what you re-create, is on the ",{"type":116,"tag":175,"props":867,"children":868},{"href":185},[869],{"type":121,"value":870},"switch from SuiteDash",{"type":121,"value":872}," page. You can also browse the ",{"type":116,"tag":175,"props":874,"children":876},{"href":875},"\u002Falternatives\u002Fsuitedash\u002F",[877],{"type":121,"value":33},{"type":121,"value":879},". Leaving another tool? The ",{"type":116,"tag":175,"props":881,"children":883},{"href":882},"\u002Fblog\u002Fhow-to-export-from-bonsai\u002F",[884],{"type":121,"value":885},"Bonsai export checklist",{"type":121,"value":887}," and the ",{"type":116,"tag":175,"props":889,"children":891},{"href":890},"\u002Fblog\u002Fhow-to-export-from-honeybook\u002F",[892],{"type":121,"value":893},"HoneyBook export checklist",{"type":121,"value":895}," work the same way.",{"type":116,"tag":117,"props":897,"children":898},{},[899],{"type":121,"value":900},"Old SuiteDash portal links keep pointing at SuiteDash, so tell active clients where to go next.",{"type":116,"tag":129,"props":902,"children":904},{"id":903},"final-check-before-you-cancel",[905],{"type":121,"value":906},"Final check before you cancel",{"type":116,"tag":198,"props":908,"children":909},{},[910,915,920,925,930],{"type":116,"tag":202,"props":911,"children":912},{},[913],{"type":121,"value":914},"Every CSV you downloaded opens correctly and has the row counts you expect.",{"type":116,"tag":202,"props":916,"children":917},{},[918],{"type":121,"value":919},"The report exports you need are saved, for every year.",{"type":116,"tag":202,"props":921,"children":922},{},[923],{"type":121,"value":924},"Proposals and signed documents you need are saved as PDF, with signatures visible, and open invoices are paid or moved.",{"type":116,"tag":202,"props":926,"children":927},{},[928],{"type":121,"value":929},"Files and template text are saved in a folder.",{"type":116,"tag":202,"props":931,"children":932},{},[933],{"type":121,"value":934},"A second copy of the folder exists somewhere other than your laptop.",{"type":116,"tag":117,"props":936,"children":937},{},[938],{"type":121,"value":939},"Then cancel SuiteDash 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.",{"title":7,"searchDepth":941,"depth":941,"links":942},2,[943,944,945,946,947,948,949,950,951,952,953,954,955,956],{"id":131,"depth":941,"text":134},{"id":193,"depth":941,"text":196},{"id":224,"depth":941,"text":227},{"id":419,"depth":941,"text":422},{"id":535,"depth":941,"text":538},{"id":614,"depth":941,"text":617},{"id":661,"depth":941,"text":664},{"id":687,"depth":941,"text":690},{"id":712,"depth":941,"text":715},{"id":741,"depth":941,"text":744},{"id":767,"depth":941,"text":770},{"id":778,"depth":941,"text":781},{"id":796,"depth":941,"text":799},{"id":903,"depth":941,"text":906},"markdown","content:blog:how-to-export-from-suitedash.md","content","blog\u002Fhow-to-export-from-suitedash.md","blog\u002Fhow-to-export-from-suitedash","md",1792912717750]