This article explains how to export company data and documents stored in Personio.
Personio generates the data export and document export separately. You receive an email notification when both exports are ready.
Before you start
- This export creates downloadable files with your company data and documents. It doesn't migrate, move, or merge data into another Personio account.
- Only specific employees can generate a complete export of all company data stored in Personio. You need to meet both of these requirements:
- You're an Account Owner or Contract Owner.
- You have Administrator rights or edit rights under Account configuration > Company.
Create the export
You can create one company export every six days. To export your company data, follow these steps:
- Go to Settings.
- In the Account & support section, click Company default.
- Click the Data export tab.
- Click Create new data export.
- Wait for the email notification confirming your export is ready. This takes one to several days depending on the amount of data in your account.
Download the export
When you receive the email notification that your export is ready:
- Download the .zip file.
- Open the .zip file and extract its contents.
Note:
The file is available for download for six days from the date of the export. After six days, Personio deletes the file, and you need to generate a new one.
What the export contains
The company data export contains a minimum of two .zip files: one file contains all documents, and the other file contains all employee data in CSV format. We recommend using WinZip, WinRAR, or 7-Zip to open the zip files correctly.
- Documents: The zip file contains a separate folder for each employee and candidate, with all documents sorted by category.
- Data: Data actively and knowingly provided by the data subject falls within the scope of the right to data portability. This means that the export includes personal data the user provided or made available, such as all data from the personal profile (for example, information, salary, documents, time off, attendances, performance, onboarding, and history).
Tip:
The company export presents your data in a fixed structure. To view or analyze your data the way you want it, use Personio's Analytics alongside the company export.
Data of anonymized candidates
The export doesn't include data and documents from anonymized candidates. Personio removes this information when you anonymize candidates to comply with data protection requirements. Learn more about data protection options in the Recruiting section.