Customers ask us this a lot: "how do I get my data out of SynkedUP?" This article is the single place that answers it — what you can pull as a spreadsheet, what you can save as a PDF, and what just isn't available.
Spreadsheet (CSV) exports
There are exactly three CSV exports in SynkedUP. Two live under Setup → System Setup → Import/Export, and one lives on the Time page.
Customers — Setup → System Setup → Import/Export. Exports every customer, including names, addresses, phone numbers, and email addresses. There's no filter option; you always get the full list.
Items — Setup → System Setup → Import/Export. Exports your full item catalog (items, cost codes, units, costs, taxable flag).
Timesheets — Time page. Exports recorded time entries so you can slice hours outside the app.
Open the downloaded .csv in Excel, Google Sheets, or anything that reads spreadsheets. Sort and filter from there.
Per-job PDFs
These are available on every job, not exported from a central menu. Open the job you want, then:
Proposal PDF — open the proposal and use the three-dot menu (⋮) → Generate a PDF.
Project Report PDF — click the printer icon on the job (desktop) → choose Project Report → Save to PDF instead of printing. Good for the full job with pricing.
Items Summary Report PDF — same printer icon → choose Items Summary Report. Good when you just need the list of items and quantities.
What you can't export
Be upfront with yourself (and your customers) about this list — it's easier than hunting for a button that doesn't exist.
Estimates / proposals — no CSV export. Use the per-proposal PDF above if you need a portable copy.
Invoices — no CSV export.
A single bulk download of everything for a job — also not a thing. There's no "zip up this whole job and send it to me" button. You'll grab the PDFs you want one at a time, and the attachments separately (see below).
Moving to another system?
If you're switching to another program, here's the honest picture: there's no one-click "export everything," and no bulk export of estimates or jobs. What you can take with you is:
Your customer list — the Customers CSV (Setup → System Setup → Import/Export).
Your item catalog — the Items CSV (same Import/Export screen).
Per-job PDFs — generate a Proposal PDF or Project Report PDF for any jobs you want to keep a record of, one job at a time.
Because estimates and invoices don't come out as spreadsheets, plan to re-enter any active work in the new system, and keep the PDFs as your reference for the rest.
Attachments (photos, videos, documents)
Any files you've uploaded to a job live in the job's attachments folder. You can download them, but they come down one file at a time. There's no bulk attachment export.
Have questions about exporting your data? Reach out in the chat — we're happy to help.