Exporting Your Data
Overview
Firm Chambers lets you export your data in multiple formats — XLSX, CSV, and JSON — for reporting, compliance, or migration purposes.
Step 1: Navigate to Data Management
Go to Data Management from the main sidebar and click the "Export" tab.
Step 2: Choose a Resource Type
Select what you want to export: Clients, Cases, Documents, or Communications. Each resource type exports a comprehensive dataset including all fields and relationships.
Step 3: Select the Format
Choose your preferred format:
- XLSX: Best for opening in Excel or Google Sheets with formatted columns.
- CSV: Universal format compatible with any spreadsheet or database tool.
- JSON: Structured format ideal for developers or system integrations.
Step 4: Download
Click "Export" and the file downloads immediately. Large exports may take a few seconds to generate.
Tips
- Export regularly for backup purposes, especially before making bulk changes.
- Use CSV exports to feed data into external reporting tools or business intelligence platforms.
- JSON exports preserve nested relationships and are useful for data migration to other systems.