Export
Export your organization data in XLSX or JSON format.
Overview
Rolebase allows organization owners to export their data in multiple formats. This is useful for backups, analysis in external tools, or migration to another platform.
Accessing the Export Tool
- Open your organization in Rolebase.
- Go to Settings.
- In the sidebar, under Organization, click Export.
Only organization owners can export data. If you do not see the Export option, contact your organization owner.
Choosing a Format
Two export formats are available:
| Format | Description |
|---|---|
| XLSX | Excel spreadsheet with one sheet per entity. Best for viewing and editing in a spreadsheet tool. |
| JSON | Structured data format. Best for developers and API-based workflows. |
Exported Data
Every export includes members and the org chart (roles, circles, role assignments, and circle links). You can also include additional entities:
| Entity | Description | Included |
|---|---|---|
| Members | All members with name, email, and role | Always |
| Org chart | Roles, circles, role assignments, and circle links | Always |
| Decisions | Governance decisions recorded in circles | Optional |
| Tasks | Tasks with status, assignee, and due date | Optional |
| Discussions | Discussions with their messages, extra members, poll answers, and reactions | Optional |
| Meetings | Meeting records with agenda steps, attendee presence, summaries, meeting templates, and recurring meeting configurations | Optional |
Exporting
- Select your preferred format (XLSX or JSON).
- Check the optional entities you want to include.
- Click Export.
- The file downloads automatically to your computer.
Org Chart Export
In addition to data export, you can also export a visual image of your org chart as a PNG file with a transparent background, ready to be embedded in your documents and presentations. Open the org chart view and click the Export (PNG) button.
The export page offers the role to capture, the image width and the view selector, with its Folded and Show members options described in the org chart. The preview shows exactly what the file will contain, and the page address keeps these settings, to share or come back to.
Next Steps
- Learn about importing data from other tools.
- Use the GraphQL API for programmatic data access.