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Download the catalogs Soundcheck can write back. Use this to clone a sandbox org, keep a golden UEF fixture, or leave and return. New-customer migrations from Planning Center, Back On Stage, or Master Tour stay on the coming-from CSV path. Member MCP can clone a workspace (export_workspace, preview_uef_import, import_uef; confirmation-gated). Public MCP does not include those tools. You can still use Settings → Organization → Data (zip) and Imports. See Connect your AI (MCP). The zip is only what import can recreate. Ledger, files, branding, forms, and integration secrets stay out.
Workspace export and UEF commit are gated by the same data-import flag as Settings → Organization → Imports. Organization owners and admins see Settings → Organization → Data.

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What is in the zip

The file is named soundcheck-workspace-<org>-<date>.zip. Catalogs, in load order: Crew → Clients → Inventory → Venues → Songs → Setlists → Events → Leads. Clients, inventory, and venues are the same dependency tier. Identity uses an existing spreadsheet external_id when the writer already stored one. Otherwise the Soundcheck UUID is used. Inventory, venues, clients, events, and leads keep that identity in the UEF JSON. Inventory CSV also has an External ID column so drop-first restore rematches the same way. Songs rematch on title + artist. Crew rematch on email. Inactive crew rows are omitted so restore cannot reactivate them. Clerk memberships are not recreated from the dump. Import writes unclaimed roster rows and sends Clerk organization invitations for those emails. An unmatched exported Owner is invited as org:admin (accepting grants financial/admin/owner-only access), so do not restore into a real org if you do not want that person as an admin. An email already claimed on the destination is left alone. Money stays out of the dump: lead budget, inventory replacement cost, and event or invitation performance fees. Export returns 413 when any catalog would exceed 50,000 rows or the uncompressed zip is larger than about 25 MiB. CSV cells that look like spreadsheet formulas are prefixed so Excel and Sheets treat them as text. Reimport into a new org creates clean identities. A second pass upserts (0 new rows). Same-org reimport still matches natural keys when no spreadsheet identity exists.

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Restore the CSVs (drop-first)

Settings → Organization → Imports accepts spreadsheets and paperwork. It does not accept the workspace .zip or uef/*.json.
  1. Unzip the archive.
  2. Open Settings → Organization → Imports.
  3. Drop the eight csv/*.csv files (members.csv, venues.csv, customers.csv, inventory.csv, songs.csv, setlists.csv, events.csv, leads.csv).
  4. Confirm the drop-first target review.
  5. Map, preview, and commit.
Filenames and catalog-label headers are what the drop-first review uses to assign targets.

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Restore the UEF bundle

On Settings → Organization → Data, use Import UEF bundle. Pick one or more uef/*.json files, or the workspace zip (Soundcheck reads uef/*.json from it). That calls POST /api/v1/organizations/:orgId/imports/uef and commits documents in catalog load order, skipping the spreadsheet mapper. Bodies over about 25 MiB return 413.

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What does not come back

These exist on the source org and are not in the zip, or the writer cannot recreate them:
  • Ledger, payouts, Stripe/Cleo, bank details, and catalog money fields (lead budget, replacement cost, performance fees)
  • File blobs, contracts, call sheets
  • Forms, onboarding, branding, notification history
  • Integration tokens, Clerk secrets, webhook secrets
  • Ingestion-only UEF (schedule_items, ledger_items)
  • Event↔setlist links, inventory assignments, tours/groups, run-of-show
  • Invitation accepted-versus-pending state. Event-member import still creates invitation rows and a Clerk org invite; linking the invitation to an existing user happens when they join.

Import your data

Drop-first wizard for CSVs and paperwork

Universal Event Format

JSON shape, including source.type: "EXPORT"