Export the datasets needed for your next process and keep their IDs so the relationships remain understandable. Daylane provides separate Customer, Location, Job and Visit CSV exports to owners and schedulers. These are structured record exports, not a complete restorable copy of every account feature.
Choose the datasets by relationship
Open Import and export in settings and review the dataset before downloading it. Exports can contain internal information, so store and share them through your normal protected business process.
| Dataset | Examples of included fields | Relationship key |
|---|---|---|
| Customers | Name, email, phone, internal notes | Customer ID |
| Locations | Address, label, access notes | Location ID and Customer ID |
| Jobs | Reference, scope, status, internal/customer instructions | Job ID, Customer ID, Location ID |
| Visits | Timing, status, internal instructions, completion notes | Visit ID and Job ID |
Preserve the links between files
Do not remove record IDs simply because they are less readable than names. One customer can have several Locations and Jobs; names alone are a weak way to rebuild those relationships. Keep an untouched original export before making a working copy.
Check the saved CSV preserves leading zeros and quoted text. Inspect a few records with different shapes, including missing optional fields and multiline notes, before relying on a transformed file.
Review what the export does not recreate
These four datasets do not automatically export or restore every photo, Checklist result, separate Visit note, assignment, communication or recurrence configuration. Decide what else your migration or record-preservation process needs.
The Customer import schema is different from the full export schemas. Uploading all exported files into Customer import is not a full account restore. Map the intended fields and test a small controlled transfer before moving a larger set.
Sources and scope
An original operational guide from the Daylane team at Blu Mint Digital. Scenarios, durations and message wording are illustrative planning examples, not customer results or industry benchmarks. Product references were checked against the Daylane implementation on 5 September 2026. Adapt the workflow to your service, customer agreements and working conditions.
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