Exporting data from Float is a straightforward process, and there are several methods you can use depending on your needs.
Schedule export
To download the Schedule view:
Navigate to the Schedule page.
Click on the Share button located in the top right corner.
Select Export (.CSV for Excel).
You can either opt for one of the preset date ranges or specify a custom range. Data can be exported by day or week.
People export
To download a list of your team members:
Go to the People page.
Click on Import.
Choose Upload a file.
Make sure to tick the box that says Pre-populate with the existing team to update people.
Click on Download people template.
The downloaded data table includes the following fields:
- Name
- Email
- Role
- Department
- Tags
- Hourly rate
Projects export
To download the list of your projects:
Navigate to the Projects page.
Click on Import.
Choose Upload a file.
Tick the Pre-populate with existing projects box.
Click on Download Project template.
The downloaded data table includes the following fields:
- Project name
- Client
- Notes
- Tags
- Budget (total hours)
- Non-billable (If Y, the project is marked as non-billable)
- Project Owner Email
- All PMS have edit rights (If Y, all Project Managers have edit rights for this project)
Reports export
To export reports for offline work or external tracking:
Go to the Report page.
Select the report view that fits you best (Scheduled, Logged, Logged vs Schedule, Past Logged + Future Scheduled).
Select the timeframe of your interest.
Click Export in the top-right corner and select if you want to export chart or table data.
You can export reports from both the People and Projects view.
📝Note: If you are on a Starter plan you can export the Scheduled data only. Pro and Enterprise teams can also export Logged data, including time tracking details.
API export
If you require more flexibility or wish to keep your Float data in sync with another service, use Float API to export your data. For more information and guidelines, please refer to our API documentation.