Settings → Data export gives you a complete, shop-scoped snapshot of your data as CSV or JSON — useful for backups, migrations, or general "I want my data" requests. There are two ways to get it: download it right now, or schedule it to arrive by email on a recurring basis.
On-demand exports
The page lists five data types you can pull directly: Customers (contact details, addresses, lifetime totals), Appointments (all-time schedule history), Invoices (quotes + invoices with totals), Payments (every recorded payment — cash, card, ACH, etc.), and Vehicles (customer-owned vehicles with VIN + plate). Each row shows a live count of how many records exist, plus CSV and JSON buttons. Click either one and the file streams straight to your browser — no email step, nothing to wait on.
The CSV/JSON buttons are disabled while the record count is still loading, and also whenever an entity has zero records — so if a button looks greyed out, check the count next to it before assuming something's broken.
Every export is capped at 50,000 rows. If a shop's data set is larger than that, the download won't include everything past the cap — contact support for a larger one-time pull rather than assuming you got a complete file.
Scheduled exports
Click "Schedule new export" to set up a recurring email delivery: pick one entity, a format (CSV or JSON), a frequency (Daily, Weekly, or Monthly), and a destination email address. Once created, it appears in the list with its last-run status — "never run" if it hasn't fired yet, or a relative timestamp with "(failed)" and the underlying error message if the last attempt didn't go through.
The delivery cron only runs overnight, so a schedule you just created won't send anything until that next overnight run. If you need it sooner, use the play-button icon ("Run now") to fire it immediately. Pay attention to the result: if the export runs but your shop's outbound email isn't configured, the confirmation explicitly says the export was generated with a row count but was not emailed — a successful-looking confirmation doesn't guarantee anything landed in an inbox.
The toggle switch pauses or resumes a schedule without deleting it. Deleting a scheduled export stops future deliveries only — past runs stay in the audit log, so deleting a schedule is not a way to erase export history.
What this page is not for
This page is shop-staff self-service, not a customer-facing tool. There's no option here to generate an export scoped to one customer, and no customer self-service export exists anywhere in SalesThumb today. If a customer submits an EU data-portability (GDPR) request, handle it through the admin GDPR and compliance tools (/admin/gdpr and /admin/compliance) instead — those are built for shop staff to generate and deliver one customer's data on request, as required by law in the EU.