CSV for working with records
Use CSV exports when you need a tabular copy for reconciliation or reporting. Currency is included for rate context. Settings also offers role-appropriate team, attachment-metadata, business and billing-state exports. Provider identity values, invitation hashes, storage keys and Stripe identifiers are deliberately excluded. A spreadsheet export is not a copy of file contents; owners use the bounded backup download for records plus files.
Owner backup for recovery
Owners can download a fuller business backup with records and files, subject to the preview’s documented limits. Store it somewhere access-controlled; it can contain customer and staff information.
A download is only the start
Check that the copy is usable and keep a version history outside the application. Recovery tooling rejects overwrites and cross-business restores. Local restore checks have passed; hosted disaster recovery has not yet been signed off.
Do not assume automatic protection
Scheduled off-site backups are not running in the evaluation. Until that launch work is completed, keep independent copies and do not use the preview as your sole safety-critical record.