Exporting data (Excel / CSV)

Your data is yours, and Inkome makes it easy to take it with you — for a board pack, an accountant, or your own spreadsheet model. There are two ways to get data out: a quick export of whatever table you’re looking at, and a full export of everything in the organization.

Export the table you’re looking at

Most data pages — Deals, Collections, Costs, and Employees — have an Export button in the table toolbar. It exports the rows exactly as displayed, which means:

• Your filters are respected. What you’ve filtered down to is what you get — no more, no less.
• The chosen display currency is preserved. Amounts come out in the currency the table is showing.
• The download is an Excel (.xlsx) file, with a sheet matching the page (for example a Deals sheet).

If you’re viewing all spaces at once, the export includes a Space column so you can tell records apart.

Export everything in the organization

For a complete backup or handoff, Inkome can export the whole organization at once. This pulls together all spaces and produces a workbook with a sheet per data type:

The full export is also available in JSON and CSV formats for feeding into other tools.

A note on currency

Because Inkome handles multiple currencies, an export carries the amounts as they’re shown — converted to your selected display currency where the table converts them. If you need original-currency figures, set the display currency before exporting, or use the full organization export, which preserves each record’s own currency.

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