PSA Data Export guide
Export RepairShopr data
RepairShopr’s Export all data guide documents separate customer, ticket, invoice and inventory exports. Retrieve generated files from Downloads. Contact and ticket-comment exports require support assistance, so arrange those before your source subscription ends.
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Choose the native export
RepairShopr’s Export all data guide documents separate customer, ticket, invoice and inventory exports. Retrieve generated files from Downloads. Contact and ticket-comment exports require support assistance, so arrange those before your source subscription ends.
Prepare a usable archive
Keep original export files and preserve customer IDs across tickets and invoices. Inspect comment authors, dates and file access separately from ticket-list rows. Related official guidance: Tickets.
Build the export inventory
| Record group | What makes it usable later |
|---|---|
| Tickets and comments | Source ticket ID, client/requester, status, dates and custom fields; join notes and files by parent ID |
| Customers and contacts | Source person/company IDs, names, email and parent organization/site; preserve inactive and duplicate-name mappings |
| Estimates and appointments | Estimate/customer IDs, quoted lines and validity; appointment time zone, participants and related ticket |
| Invoices and payments | Document and customer IDs, line items, currency, tax, totals, balances and payment allocations; reconcile financial meaning |
Validate formats and attachments
Open CSV or spreadsheet output with dates and identifiers intact. Validate JSON pagination and error handling. Download and verify file contents as well as metadata while authenticated or time-limited URLs remain accessible.
Prepare for migration
Count records by type and year, sample the oldest and most complex items, save field dictionaries, and document missing modules. Use the PSA migration checklist before cancellation.
Keep the source history useful
Store the original export, field definitions, file manifest and validation results together. Follow the source archive planning use case and keep the archive readable after cutover.
Plan your independent PSA archive
Keep source history available after your move. Join the waitlist for invitation-only BackupPSA access, or contact us about your platform.