Export CRM, network and invoice lists
CRM and Network provide CSV exports; invoices export their filtered list. CSV is a table, not an archive of all original files.
- Open the correct module and organization.
- For invoices, set and verify list filters.
- Select Export/Download and inspect rows, columns and text encoding.
Export time and documents
Time reports provide a work-time CSV. Knowledgebase exports the current document as PDF; invoice PDFs belong to individual invoices.
- Select the time-report range and export its CSV.
- For knowledgebase or invoice PDFs, open the specific record and its download action.
- Verify content and date range before sharing.
Understand accounting archives
The authenticated /api/accounting/export endpoint provides a ZIP; the current accounting UI has no dedicated button. It contains accounting-data.json, manifest.json with checksums/sizes, and related original-files. It is generic JSON, not a ready-made DATEV or BMD import.
- Confirm the required format with the recipient.
- As an authorized signed-in user, open /api/accounting/export on your app instance.
- Unpack and inspect the manifest, data and originals.
- For the 250 MB original-file limit error, contact the operator; the current UI provides no export-period filter.
Common pitfalls
Not an all-module backup
Each export covers specific data types.
A BMD profile is not a BMD adapter
A recorded profile/mapping snapshot does not convert the generic archive into a BMD import format.