This page answers: how to take your customer data to a new computer, and how to export your customer list as a spreadsheet.
New computer and export: your data is yours, and it moves with you
RelaySolo has no cloud. Your data is on your own computer, so moving to a new one is something you do yourself. That is why moving is simple: export the whole company and import it on the new computer. Your customer list also exports to CSV or Excel.
New computer in three steps
- Export on the old computer. Pick a company and export it. Everything for that company is in the export, including the encrypted API keys and mailbox passwords, and it is all there after import.
- Copy it over. Use an external drive or your own cloud drive to get the export onto the new computer.
- Import on the new computer. Install RelaySolo on the new computer, import the company and carry on.
Several companies? Export each one. They stay separate. See Keep several companies apart. Other questions are in the FAQ.
Customer records to CSV or Excel
Need the customer list for a partner, for another program, or to sort through yourself in a spreadsheet? Export it:
- CSV: opens in almost any program
- Excel: view, filter and sort straight away
For what a customer record holds, see Customer records and follow-up. If you only want your own Claude or ChatGPT to look up customers, there's no need to export. See Connect Claude and ChatGPT.
How export differs from backup
| Local backup | Export | |
|---|---|---|
| What for | Getting your data back if the computer breaks or is lost | Moving computers, or using the customer list elsewhere |
| How often | Regularly, as a habit | When you need it |
You want both. If you import from a single backup file, your original documents are not included, and the app tells you so. For backups, see Backup.
Keep exports safe
For where your data normally lives and when it leaves your computer, see Where your data lives. For what your website account records, see the privacy policy.