1. You can export data from the Contacts, Companies, Assets, Services And Parts, Requests, Estimates, Work Orders, Time Off, Service Appointments, and Equipment 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	Premium
   Maximum records that can be exported from a module in a single export	5000	10000	25000	50000
   Maximum records of the related data (Notes, Addresses) that can be exported in a single export	5000	10000	25000	50000

   
   
2. A maximum of three exports can be run simultaneously in the Standard edition and five exports in the Professional and Premium editions.

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, a download link for the ZIP file will be provided in the notification email. Links remain valid for 10 days. If you are still signed in to the same session, the link opens directly; otherwise, you will be prompted to log in first. Only the user who requested the export can download the file — the link will not work for other users.
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