Two different jobs, two different exports. One gets a project into a spreadsheet. The other gets the supported structured records for your account out of the app.
Export a project
From a project, export the spec as CSV or as JSON.
CSV is the one to use when somebody wants it in Excel or Google Sheets: a row per item with the identity fields, quantity, unit of measure, status, and the money, plus the section it belongs to. Lenders, accountants, and estimators all want this one.
JSON is the one to use when something else is going to read it. It keeps the structure, so sections stay nested rather than being flattened into a repeated column.
What the export contains
The same fence applies as everywhere else, with one important exception: this is your own data, so a project export you run for yourself includes your internal cost and markup fields.
That means a project CSV is not a file to forward to a client. If you need something client safe, send the share link or a PDF.
Export your whole account
Settings has an Export your data section. It produces a complete structured-data export of the supported records for every project: rooms, tiers, sections and items (including removed items and raw history), AI conversations, client and trade activity, boards, change orders, order sheets, trade packages and acknowledgements, and home-manual settings. Templates, the product library, published-link metadata, and your feedback submissions are included at account level.
Credentials, raw or hashed link tokens, IP addresses, user-agent evidence, embeddings, derived hashes, and internal billing or rate-limit fields are not included.
Image and logo fields appear as their stored URLs or references. The JSON does not download or embed the image files, and generated PDFs are not bundled. Download images and PDFs separately before deleting your account if you need a portable copy.
Use the JSON as a structured record, as input for another tool that can read it, or before you close the account. It is rate limited to a few runs an hour because it is a heavy operation, not because we would rather you did not.
The whole-account export remains available when a subscription has ended and the account is read-only.
What it is not
An export is a snapshot, not a sync or a portable file backup. Nothing you change in the exported file comes back into the app, and there is no import path that reads an export back in. Stored file URLs may also stop resolving after the underlying file or account is deleted.
Deleting your account
Deleting your account is in Settings, at the bottom, and it is permanent. Export the structured data, then separately download any images or generated PDFs you need. Once the account is gone, its data and files are gone, including every share link, trade package, and home manual link you have sent, all of which stop resolving.