Export

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

1. Open your organization in Rolebase.
2. Go to Settings.
3. In the sidebar, under Organization, click Export.

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

1. Select your preferred format (XLSX or JSON).
2. Check the optional entities you want to include.
3. Click Export.
4. 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 Show members and sub-roles option controls whether the image displays every member and nested role, or only the level of detail visible in the preview.

Next Steps

• Learn about importing data from other tools.
• Use the GraphQL API for programmatic data access.