Exporting data from Float is straightforward. You can export it directly from the Float or use the API to get the data you need.
Schedule export
To download the Schedule view:
Navigate to the Schedule
Click on the Share button located in the top right corner
Select Export (.CSV for Excel)
You can choose 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 > Upload a file
Tick the Pre-populate with the existing team to update people box
Click on Download people template.
The downloaded data table includes the following fields:
- Name
- Email
Projects export
To download the list of your projects:
Navigate to the Projects page
Click on Import > Upload a file
Tick the Pre-populate with existing projects box.
Click on Download project template.
The downloaded data table includes the following fields:
- Client
- Notes
- Tags
- Budget (total hours)
- Non-billable (If Y, the project is marked as non-billable)
- All PMS have edit rights (If Y, Managers with ‘manage projects’ permission can edit this project).
Reports export
To export reports for offline work or external tracking:
Go to the Report page
Select People or Projects view
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
📝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, you can export your data using the Float API. For more information and guidelines, please refer to our API documentation.