1. You can export data from the Contacts, Companies, Assets, Requests, Services And Parts, Estimates, Work Orders, Time Off, and Service Appointments modules.
   
2. The data will be exported in a CSV file.
   
3. The following table lists the related details that are implicitly included in the export of the respective modules:
   
   
   

   Module Name	Related Data
   Services And Parts	Service Tasks
   Work Orders	Services, Parts, Service Tasks, Skills
   Service Appointments	Time Sheets, Services, Service Resources

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 Available in Editions: All Editions

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Permission Required: Export

Export Limits

1. Following are the export limits for each pricing edition:
   
   
   

   	Free	Standard	Professional
   Maximum records that can be exported from a module in a single export	1000	3000	5000
   Maximum records of the related data (Notes, Addresses) that can be exported in a single export	500	500	500

   
   
2. A maximum of three exports can be run simultaneously.

Export Data

1. Navigate to Setup > Data Administration > Data Export.
   
2. Provide the following details and click Export:
   
1. Select the module to export: The module whose data you want to export
   
2. Select related module: The related data (Notes, Addresses) of a module you want to export
   
3. Include PII: Select this checkbox to include the Personal Identification Information. 
   You can configure the PII property in the module builder.
4. Send to: The details of the export will be sent to this email address. If the export is successful, then the email will contain the CSV file with the export data.
3. Click Okay in the confirmation message.
   If you have enabled the feature control Password protect exported files (Setup > Field Service Settings > Other Settings), then you will be prompted to set a password for your export file. In the Export Data popup, enter a password and click Export.
   
   

Data Export History