The Export & Import Data page is where you move data into and out of PSS as CSV files. You will use it in two situations:
- Getting data in — when you first set up PSS, when you migrate from another system, or when you need to update hundreds of records at once. Instead of typing every client, property and route by hand, you fill in a spreadsheet and upload it.
- Getting data out — when you need your records for reporting, reconciliation, payroll or analysis in a spreadsheet program. Every export is a plain CSV file that opens in Microsoft Excel, Google Sheets, Numbers and similar tools.
To open it, click Settings in the left sidebar, then click Export & Import Data in the settings strip.
Note: This page is for the Admin role only. Other roles that can open Settings (Manager, Company Admin, Company Manager) see Export & Import Data greyed out with the tooltip Admin role required to perform this action. The one exception is the Profit & Loss exports, which the server also accepts from a Company Manager.