Your data in HealthRide is yours. You can download your current rosters as CSV files any time — for a payer, a partner, a backup, or a migration file.
Go to Settings, then Imports & Exports, then open the Exports section.
Under CSV downloads, you will see a tile for each record type:
- Passengers CSV — your passenger roster with contact and mobility fields.
- Drivers CSV — your driver roster and account-linking identifiers.
- Vehicles CSV — your vehicle roster with capacity and maintenance status.
- Facilities CSV — your facility roster with billing contacts.
Click Download CSV on the tile you want. The button shows “Downloading…” for a moment, then the file saves to your computer’s downloads folder.
The file is a normal spreadsheet you can open in Excel or Google Sheets. It reflects your data as of the moment you download it, so if you need a fresh copy later, just download it again.
What next? Import from a spreadsheet.