Summary
This article covers how to export your ZenMaid data as CSV files from the reports page, the scheduling page, the contacts page, the staff page, and payroll. All of these exports are generated in the background and arrive by email.
Important
CSV exports are available on the Pro Max plan. On Starter and Pro, the export dialog opens but shows a message that your plan doesn't include CSV exports.
Appointment, assignment, charge, booking, and contact exports require the data export permission, which the account owner enables for office managers.
Cleaner and payroll exports are open to any office manager without that permission.
Exporting From the Reports Page
Accessing the Export option
From your ZenMaid Dashboard, click Reports.
Scroll to the Data exports group at the bottom of the page.
Click Export data.
Setting Up Your Export
Select the tab for the data you need: Appointments, Assignments, Bookings, Charges, Cleaners, or Contacts.
Uncheck the boxes of information you don't need and update the timeframe to your desired range.
Click Export and wait for the document to arrive at your email address.
Exporting From the Scheduling Page
Locate the Appointments icon and select the Scheduling View of your preference.
Use the Actions button at the top right of the page and click Export data.
Select the tab for the data you need: Appointments, Assignments, Bookings, Charges, Cleaners, or Contacts.
Uncheck the boxes of information you don't need and update the timeframe to your desired range.
Click Export and wait for the document to arrive at your email address.
Exporting From the Contacts Page
Locate the Contacts icon and click All Contacts.
Click Actions and select Export data..
Click Export .csv and wait for the document to arrive at your email address.
Exporting Filtered Contacts
On the Contacts page, search for a status such as Lead or Former.
Click Actions and select Export data.
The export will include only the contacts matching the filtered status.
Click Export .csv and wait for the document to arrive at your email address.
Exporting From the Staff Page
Locate the Staff icon and click Cleaners and office managers.
Click Actions and select Export data.
Click Export .csv and wait for the document to arrive at your email address.
Exporting Payroll
Important
Only approved payrolls can be printed or downloaded. Draft payrolls show Approve and Recalculate instead.
Go to your ZenMaid Dashboard and select Payroll.
Find the payroll you want and click View.
Click Actions and select Print or Export as .csv.
Additional Notes
Exports are generated in the background and arrive at your email address.
The bigger the export, the longer it will take for the system to generate it.
Exported CSV files can be customized in Excel to sort and filter data, apply formatting to highlight certain time ranges or values, and create charts or pivot tables.
Keywords
Export Customers
Export Appointments
Export Assignments
Export Bookings
Export Contacts
Export Cleaners
Export Charges
CSV Exports
Data exports
Export data button
Customer Report
Appointment Report
Cleaner Report
Charge Report
Bookings report
Payroll Report
Export payroll
Export filtered contacts
Export leads
Export former customers
Pro Max exports
Export permission