Exporting your workspace data

Your data is yours

Everything you and your clients put into Clientwharf belongs to you. You can export a full copy of your workspace whenever you like: to keep a backup, to move to another tool, or before you delete your account.

What the export includes

An export is a single ZIP archive containing:

• All files in the workspace, including earlier versions.
• Structured data as JSON and CSV files, including your clients, projects, approvals and comments.

The CSV files open in any spreadsheet program. The JSON files are useful if you want to import your data somewhere else.

Create an export

1. Open Settings > Data export at /app/settings/export.
2. Select Request export.
3. Clientwharf prepares the export in the background. A small workspace is ready in moments, while a workspace with many large files can take longer. You can leave the page while it runs, and you receive an email when it is ready.
4. Under Recent exports, select Download.

Export downloads use a private, signed link. For security, a finished export can be downloaded for 7 days. If it has expired, request a new one.

A single export archive can be up to 5 GB. If your workspace holds more than that, email support@clientwharf.com and we will help you get a complete copy.

Exports are recorded in the workspace's audit events.

Who can export

Workspace owners and admins can create exports, because an export contains all of the workspace's client data. If you are a member and need a copy, ask an owner or admin.

Exports while your workspace is read-only

If your trial has ended or your subscription has finished, your workspace is read-only, but you can still export it. Your data is kept for at least 30 days after access ends, so you have time to download it.

Exporting a single approval record

To keep a record of one approval, for example to attach it to a contract, open the approval and export it as a PDF. See approvals.

Data export API

On the Scale plan, a read-only data export API is also available, so you can fetch your clients, projects and approvals with your own tools. Owners and admins create API keys in Settings > API keys at /app/settings/api-keys.

Before deleting your account

Deleting a workspace removes its data permanently. Always create and download an export first, and check that the archive opens on your computer. See deleting your account.

Personal data requests

If a person whose data is stored in your workspace, such as one of your client contacts, asks for a copy of their data, an export gives you everything you need to answer. For requests about the personal data Clientwharf holds about you as a customer, email privacy@clientwharf.com.