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How do I export contractor data?
You can export contractor records for backup or external use.
To export contractor data:
- Click People on the left sidebar.
- Switch to the Contractors tab.
- Click the More icon and select Export Data.
- Select the type of contractor details you want to export.
- Apply filters if required.
- 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.
- Click Export.
The file will be generated and downloaded.