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Exporting data from Substly

The article describes how to export data from Substly

Olle Stigenius avatar
Written by Olle Stigenius
Updated over a week ago

If you're looking to download a comprehensive list of your company's services, exporting data is possible. To export/download data from Substly, navigate to Company and Subscription, then select Export Data > Export.

The export will be named Substly Data Export yyyy-mm-dd.xlsx and contains the following information:

  • Services

  • Forecast

  • Spend

  • Owner

  • # of users

  • Payment type & cycle

  • Unit price

  • Currency

  • Service category

  • Start, renewal, and expiration date

In order to export data, you need the Editor access level at minimum, meaning Admin and Super-admin also have these rights.

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