How to export your Joist data
Whatever app you move to, download your records first. This guide follows Joist's own help center articles (checked October 2026). Menus can change, so check Joist's help center if something looks different.
Do this before you cancel. Joist's help articles don't say whether exports still work on a cancelled account, and some users report losing access to records after cancelling.
1. Clients list
On the Joist web app (pro.joistapp.com), open Clients, click the three-dots menu, and choose Export. You get a CSV file.
2. Items (your price list)
Open Items, click the same three-dots menu, and choose Export.
3. Invoices and estimates
From the web app you can export invoices and estimates as CSV, one month per file. Per Joist's help center, the columns are: number, client name, subtotal, tax, total, date issued, date created, and payment received less refunds.
Line items are not included in this export, so save PDFs of any invoices you need in full.
4. Reports
Reports can be downloaded as CSV for data after September 1, 2022, filtered by date and client.
What these exports don't cover
| Data | In Joist's CSV exports? |
|---|---|
| Client names and contact details | Yes (Clients export) |
| Price list / items | Yes (Items export) |
| Invoice and estimate totals | Yes, one month per file |
| Line items on each invoice | No |
| Photos | No (save them separately) |
Bringing it into Pencilslip
Pencilslip is in development. When it launches, it will import your Joist clients and items CSVs so your customers and price list are ready in a couple of minutes. Want to hear when it's ready?