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Your companies

Get all your company's data

Updated in 5.20.93

Ask for all of a company's data and the system prepares it for you: one Excel workbook with a sheet per table, and the same tables as CSV files in a .zip. A download link is sent to the company's registered email, normally within minutes and always within 48 hours. Nobody has to do it by hand.

Where

System › Setup › Companies, then the company's name, then Your data

Who

The company's administrators (the full administrator right) who work in that company.

Ask for the data

1
Open the company and press the Your data tab. The card says which address the link goes to: the company's registered email, from its Details.
2
Press Request my data. The request is on the company's history at once, and the system starts preparing the files.
A company's Your data tab: where the link goes, and the Request my data button

Download it from the email

3
The email holds two links: Download the Excel workbook and Download the CSV files. Each works for 7 days; then the files are removed and you can ask again at any time.
4
The tab lists every request: when it was asked and by whom, when it was Sent and to which address, when it was Downloaded, and when the link ends.
The request listed as Sent, with how many tables and rows the files hold

What the files hold

Only this company's own records: customers, vendors, contacts, leads, deals, estimates, proposals, invoices and their lines, payments, credit notes, expenses, purchase orders and invoices, vendor payments, items, warehouses, stock moves, projects, tasks, timesheets, tickets and their replies, contracts, people, employment contracts, payslips and their lines, the chart of accounts, journal entries and their lines, and the list of files. Each column has its name in English and Arabic.

The files never hold passwords, keys, sign-in details, identity or bank numbers of your staff, or the system's own settings. The files themselves stay in the system; the list says what each one is attached to.

No registered email? Add it in the company's Details first. Ask Flowrica too: How do I get all my data?

Before: What a company prints · Next: Set up a company's books

Questions

Where is “Get all your company's data” in Zyntra OS?

System › Setup › Companies, then the company's name, then Your data

Who can use “Get all your company's data”?

The company's administrators (the full administrator right) who work in that company.