Exporting Your Data

Sodium is built API-first. The application you use every day is built on the same API we publish — so there is no screen in Sodium whose data isn't also available programmatically. Clients, contacts, services, tasks, time entries, notes, emails, billing: every single piece of your data can be read over the API, automatically, whenever you want it.

That's a structural guarantee, not a promise. In systems where the export is a bolt-on, it covers whatever someone remembered to include. In an API-first system, if the data exists, it's reachable — because the app itself couldn't work otherwise.

You don't need to write code to get your data out. Sodium includes CSV exports throughout the app — export your clients with every standard field and all your custom fields, your services and pricing, and your tasks — filtered to just the statuses and dates you want, or the whole lot. See Data Import & Export for the details.

This is where an accessible API gets genuinely useful. Create an API key in Sodium restricted to a read-only role, hand it to the AI agent of your choice — Claude, ChatGPT, or whatever your team uses — and tell it what you want and in what format.

"Give me every client with their key dates as a spreadsheet." "Export all the time logged this year, grouped by client, as JSON." "Pull my full task history into a format I can load into Power BI." The agent reads the data over the API and shapes it however you asked. Because the key is read-only, it can look at everything and touch nothing.

Our MCP server makes this even easier — it gives AI assistants a ready-made connection to your Sodium data, with no setup beyond signing in.

The same API is open to other software vendors. If you give another provider permission — by creating them a key — they can connect and extract your data directly, rather than you shuffling CSV files between systems.

That includes migration. If another practice management vendor wants to build an import from Sodium, the API gives them everything they need, and we won't stand in their way. Your data moves at your say-so, not ours.

The same philosophy applies to your files. With document storage, you can keep every document in your own Google Drive, OneDrive, SharePoint, Dropbox, or Box account. It's like plugging your own USB drive into our computer: your files sit in your storage, under your access policies — and if you ever want to go, you unplug it and walk away with everything. There's nothing to export, because it was never in our hands to begin with.

If there's a specific format you need — a particular CSV layout, an export another system expects, something we haven't built yet — get in touch and we'll gladly help. That offer stands even if the reason you're exporting is to move to a competitor. We'd rather you left easily and remembered us well than stayed because leaving was hard.