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How do I export contractor data?

You can export contractor records for backup or external use.

To export contractor data:

  1. Click People on the left sidebar.
  2. Switch to the Contractors tab.
  3. Click the More icon and select Export Data.
  4. Select the type of contractor details you want to export.
  5. Apply filters if required.
  6. Select the format in which you want to export the details.

Insight: You can choose to protect the exported file with a password by selecting the Protect this file with a password option.

  1. Click Export.

The file will be generated and downloaded.