Data Export and Import Endpoints
Your data is yours, and a professional system makes it easy to get data in and out. Export and import endpoints let you move data between systems, run analysis in other tools and avoid ever feeling locked in.
They also smooth onboarding — bringing existing records into a new platform — and support backups and reporting on your own terms.
Common Uses
- Exporting reports to a spreadsheet for analysis.
- Importing existing customers when you switch systems.
- Feeding data to accounting or BI tools.
- Producing a full backup of your records.
Doing It Safely and Cleanly
Imports are the riskier direction: bad data can corrupt your records. We validate every imported row, report errors clearly and let you review before anything is committed, so a messy spreadsheet never breaks your system.
- Upload the file.
- Validate and preview the changes.
- Confirm, then import within a transaction.
Why It Matters for Ownership
Easy export is more than a convenience — it is reassurance that you are never trapped. Knowing you can take a clean copy of your data at any time gives you genuine ownership and freedom to change tools, run your own analysis or meet a regulator's request without depending on anyone. We build this in as standard rather than treating your data as a lock-in.
If you need a hand with any of this, your Progressive Robot delivery team is ready to help. Raise a ticket from the Support area of your client portal or speak to your account manager and we will guide you through the next steps.