Export your data
The Data Export screen lets you download a copy of your business records from the app. You can export individual record types, or download all supported records as CSV files in a single ZIP archive.
Open the Data Export screen
- Open TREVY and go to the Home screen.
- Scroll down to the menu and tap Account.
- Under Data, tap the row labelled Export your data.
The same screen is also linked from Delete account as Data Export.
Choose what to export
Tap a record type, then choose a format where more than one is available. The following exports are offered:
| Record type | What you can download | Date range |
|---|---|---|
| Invoices | CSV data (summaries and line items), PDF documents, and file attachments | CSV: week, month, or year. PDFs and files: week or month, up to 3 months at a time. |
| Credit notes | CSV data and PDF documents | CSV: week, month, or year. PDFs: week or month, up to 3 months at a time. |
| Quotes | CSV data, PDF documents, and file attachments | CSV: week, month, or year. PDFs and files: week or month, up to 3 months at a time. |
| Jobs | CSV data and file attachments | CSV: week, month, or year by scheduled date. Files: week or month, up to 3 months at a time. |
| Expenses | CSV data and file attachments (receipts) | CSV: week, month, or year. Files: week or month, up to 3 months at a time. |
| Clients | CSV data | Full active client list, with no date range. |
| Price book | CSV data | Full list, with no date range. |
| Suppliers | CSV data | Full list, with no date range. |
| All records | CSV data in one ZIP archive, including company and profile details | Full export, with no date range. |
Invoice CSV data is downloaded as a ZIP containing invoice summaries and line items. PDF and file attachment exports are also delivered as ZIP archives. Other CSV exports download as a single CSV file.
Select periods
Some exports ask you to choose an interval and one or more periods:
- Week, Month, or Year are offered for CSV exports of invoices, credit notes, quotes, jobs, and expenses.
- Week or Month are offered for PDF and file attachment exports, limited to 3 months at a time.
- Periods must be contiguous, with no gaps between them.
- Clients, price book, and suppliers always export the full list and do not use a date range.
An empty export is allowed when no records exist in the selected range.
Download and open the file
Select the download button. TREVY saves the export to your device. On iOS, TREVY opens the share sheet so you can save or send the file. On Android, TREVY opens the file with a compatible app. If no app can open a ZIP archive, TREVY shows the file path so you can open it later with a file manager.
Before you rely on an export
An export is a snapshot of the records in your account at the time you download it. Later changes are not included. TREVY is not your official system of record, so keep any records that the law or your business requires.
If you are planning to delete your account, export what you need first. See Delete your account.