Exporting Data from Each Module
You can export data from most areas in Event Temple individually.
To Export Data:
Navigate to the section you want to export from:
Bookings
Events
Room Blocks
Invoices
Documents
Contacts
Accounts
Reports
Click the Export (
) button located at the top right of the list view.Choose your preferred format β typically CSV or Excel (.xlsx).
The file will automatically download to your computer.
π‘ Tip: Before exporting, you can adjust filters and columns to control exactly which data is included in the export.
Exporting from Reports
Detailed exports can also be generated from Reports (e.g., Line Item List (Bookings) or Booking List).
Go to Reports.
Apply any desired filters.
Click Export As β CSV or Excel.
This method is best if you want transactional or revenue-level detail.
Backing Up All Organization Data
Event Temple does not currently have a single-click βFull Organization Export.β
However, you can create a full backup by exporting each dataset individually from its respective module.
Security Reminder
All exported files contain sensitive information. Store your backups securely and limit access to authorized users only.
In summary:
You can back up your Event Temple data by exporting it from each module or report. For full data exports, reach out to the Event Temple Support Team.