Exporting data

Use Export on the account’s Projects grid to download a complete project package. The ZIP is a read-only snapshot that can be stored offline or imported into another project.

Prepare to export

Before exporting:

1. Confirm which account contains the project.
2. Confirm that you have permission to export projects. The account-level Export action is available to account Owners and Managers.
3. Allow enough time and storage space for projects containing many documents.

Exporting downloads a snapshot. It does not change the project or create an internal restore point.

Export and backup are different

Use Export when you need a downloadable project package. Use Back Up when you need a restore point stored inside the project.

Export a project

1. Return to the account’s Projects page.
2. Select the checkbox beside the project you want to export.
3. Confirm that only the intended project is selected.
4. Select Export in the toolbar.
5. Allow the browser to finish downloading the ZIP before closing the page.
6. Store the package in an appropriate secured location.

The account-level export produces a project import package containing the project’s data. Keep the ZIP intact if it will be imported later.

Current export location

The Manage → Data → Export page currently displays Export — coming soon. Use Export on the account Projects grid instead.

Protect exported data

An export can contain project, equipment, personnel, inspection, and document information. Store and share the ZIP according to your organisation’s data-handling requirements.

Use the exported package

An exported ZIP can be used for:

• Offline storage or transfer.
• Providing a project snapshot to an authorised recipient.
• Importing the project data into another suitable destination.

To import the package:

1. Open the destination project.
2. Create a backup of the destination project.
3. Open Manage → Data → Import (Legacy).
4. Choose the exported ZIP and select Import.

Read Importing Data before importing. Import (Legacy) does not create a pre-upload backup.

Troubleshooting

Issue	What to check
Export says “coming soon”	You opened the project-level Manage → Data → Export page. Return to the account Projects grid and use its toolbar Export action.
The account toolbar does not show Export	Confirm that you are an account Owner or Manager.
The wrong project may be exported	Clear the current grid selection, then select only the intended project before choosing Export.
The download does not appear	Check the browser’s downloads list and confirm that downloads are allowed for Ex-Online.
The exported ZIP cannot be imported	Keep the ZIP intact and use Import (Legacy) in the destination project. Confirm that the file is below the importer’s 2 GB limit.

Related topics

• Importing Data — update records from CSV or import a project ZIP
• Backing Up Projects — create and restore internal project snapshots
• Owner and Manager View — account Projects grid and toolbar controls