Exporting data

You can take your data out of Autopilot at any time, in standard formats every spreadsheet tool reads.

Sales log export

Open the sales log. Apply any filters and saved views you want — the export reflects exactly what's on screen.

Click Export at the top → pick CSV or XLSX.

The download includes:

• Every visible row.
• Every visible column, in current order.
• Permission filters applied (if a salesperson exports, they get only their own deals; if cost is hidden from their role, the cost column isn't there).

Use this for:

• End-of-month accounting handover.
• Sending a snapshot to your auditor.
• Pulling into Excel for one-off analysis.

Report exports

Every report in the reports module has an Export button. Same pattern — CSV or XLSX, current date range applied.

Reports also have a Send by email option that attaches the CSV and includes the chart in the email body — useful for one-off shares.

For recurring exports (e.g. weekly pipeline review to the GM), use scheduled reports. They auto-deliver with the CSV attached.

Stock exports

The Accounts Report (Stock → Report) exports to either CSV (for raw data) or PDF (for sharing with people who don't want a spreadsheet).

The On Order and Stocked tables don't have a built-in export yet — workaround is to filter the sales log to "deals with assigned incoming order" and export that.

What's in a CSV export

Plain text, comma-separated, UTF-8 encoded. First row is headers (matching the column labels you saw in Autopilot). One row per record.

Currency is dollars in the export — not cents — even though we store it as cents internally. Dates are YYYY-MM-DD. Booleans are true / false.

What's in an XLSX export

Real Excel file with:

• One header row (bold).
• Auto-sized columns.
• Currency cells formatted as currency.
• Date cells formatted as dates.
• Booleans as TRUE/FALSE strings (Excel doesn't have a native boolean column type that survives round-trips well).

If you need pivot tables or charts on top, use XLSX. If you're piping into another system that wants raw rows, use CSV.

Bulk export everything

There's no "give me all my data in one click" button (yet). Workaround:

1. Sales log → Filter to "All time" → Export → repeat for each sales channel.
2. Reports → Export each saved report you care about.
3. Stock → Export the Accounts Report.

Tell us if you'd like a single "full export" button — it's not hard, just hasn't been asked for yet.

API access

For programmatic access, we have a JSON API in private beta. Contact us if you want to build an integration. We'll likely make this generally available once a few customers have shaken the rough edges out.

Data ownership

All data you put into Autopilot is yours. Export anytime, no permission required, no charge. If you ever want to leave Autopilot, we'll help you export everything in a format your next system can ingest — see our Refund & Cancellation Policy for the full data-on-departure terms.