PSA Data Export guide
Export SuperOps data
SuperOps Data Reports can use tickets, clients, requesters, invoices or worklogs as the main module and add related columns. Preview the selected fields and filters, save the report, then request Export CSV; the download arrives by email.
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Choose the native export
SuperOps Data Reports can use tickets, clients, requesters, invoices or worklogs as the main module and add related columns. Preview the selected fields and filters, save the report, then request Export CSV; the download arrives by email. See Working with data reports.
Prepare a usable archive
Use the Worklog Detail Report for ticket references, time and associated notes. Inventory conversations, private notes and actual attachments separately, and include knowledge-base articles in the handover scope. Related official guidance: Setting up knowledge base.
Build the export inventory
| Record group | What makes it usable later |
|---|---|
| Tickets and worklogs | Source ticket ID, client/requester, status, dates and custom fields; join notes and files by parent ID |
| Clients and sites | Source person/company IDs, names, email and parent organization/site; preserve inactive and duplicate-name mappings |
| Contracts and service items | Customer and contract/plan IDs, effective dates, renewal terms, rates and linked services; preserve source status |
| Invoices and line items | 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.