Export and import a workspace
Take your data with you.
You can export a whole workspace, and import one.
Steps
- Open Settings → Export & Import (needs the export capability).
- Request the export and wait — a large workspace takes time.
- Store it somewhere appropriate. It contains your business data.
You're done when you hold an export you could actually restore from.
When to take one
- Before anything destructive — a reset, a BYODB switch, a bulk delete.
- On a schedule, if your own policy requires it.
- Before handing a workspace to someone else.
Gotchas
- An export is a snapshot, not a live backup. It ages from the moment it is made.
- It contains customer data. Treat it with the care that implies — an export in a shared drive is a data incident waiting to happen.
- Exporting does not pause the workspace. Work continues; the snapshot is of that moment.