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Oris Work
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Oris Work

CRM, projects, communication, and client portal - unified in one workspace by Oris Work.

India

Product

  • Features
  • Pricing
  • CRM & Pipeline
  • Project Management
  • Team Chat
  • Client Portal
  • Integrations
  • Custom Objects

Industries

  • Professional Services
  • Restaurants & F&B
  • Healthcare & Clinics
  • Real Estate
  • Universal

Compare

  • vs Zoho One
  • vs Perfex CRM
  • vs Bigin by Zoho
  • Tally Integration

Resources

  • Documentation
  • API Reference
  • Blog
  • Resources
  • Help Center

Company

  • About
  • Careers
  • Contact
  • Privacy Policy
  • Terms of Service
  • Cookie Policy

© 2026 Oris Intelligence Private Limited. All rights reserved.

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← All docs

Getting Started

  • Quick Start Guide
  • Inviting & Managing Team Members
  • Your First-Day Checklist
  • Roles and Permissions
  • Custom Roles
  • Switching Between Organisations
  • Sessions and Staying Signed In

Clients & Contacts

  • Adding a Client
  • Importing Clients from a CSV
  • Merging Duplicate Records
  • Client Groups
  • Client Services Card and Turning a Service On
  • Do Not Chase: Pausing Automated Reminders

CRM

  • Contacts & Companies
  • Deals & Sales Pipeline
  • Lead Management

Invoicing & Money

  • Invoicing
  • Payments & Receipts
  • Setting Invoice Due Dates
  • Estimates and Proposals
  • Payment Links
  • Overdue Reminders and Dunning
  • Recurring Invoices and Retainers
  • Vendor Bills
  • E-way Bills
  • GST Basics in Oris Work

Practice Management

  • Client Engagements
  • Client Portal
  • Tasks: Create, Assign and Track Work
  • Timesheets: Submit, Approve and Lock
  • Time Budgets Report
  • Notices and the Notice Reply Service
  • Compliance Calendar
  • Document Requests
  • Sign-off Pipeline: Partner, Client, Filed

Communication

  • WhatsApp inbox setup
  • Linking a WhatsApp line by QR code
  • WhatsApp logged out or disconnected
  • Auto-link WhatsApp numbers to clients
  • Email setup
  • Team chat basics
  • Threads, mentions and reactions in chat
  • Files, search, pins and saved messages in chat
  • Messaging AI bots in chat
  • Client chat

Reputation

  • Requesting reviews
  • How review ratings are routed

Growth

  • Lead routing and the first-response SLA
  • Segments
  • Campaigns basics

AI

  • Oris AI assistant
  • AI bots and their approval gate

Projects

  • Project Management

Modules

  • Payroll with PeopleOS
  • Books Module (ThynkBooks)
  • Tax Module (ThynkTax)
  • Audit Module (ThynkAudit)
  • Filings Module (ThynkFile)

Integrations & API

  • Accounting Connectors
  • REST API Overview

Security & Privacy

  • Data Encryption and PAN Handling
  • DPDP Consent and the PII Access Log
  • How Workspaces Are Kept Separate
  • Exporting Your Data

Troubleshooting & FAQ

  • "Too many requests" or "Rate limit exceeded"
  • "Reset token is invalid or expired"
  • "Your session expired"
  • WhatsApp Messages Are Not Coming In
  • Review Link Shows "404 Not Found"
  • "This may already exist" Duplicate Warnings

For your clients

  • Signing in to your client portal
  • Setting a password from your link
  • Messages with attachments
  • Paying your invoices online
  • Signing documents online
  • Leaving a review
Docs/Security & Privacy/Exporting Your Data

Exporting Your Data

Download your clients, deals and activities as CSV, or a full JSON archive, from Settings.

Where to find it

Go to Settings → Export Data (also reachable from the Admin menu: System → Export Data). The card is titled "Export Data" and says CSV exports work in Excel and Google Sheets.

What you can download

  • Professional-services workspaces: Clients, Organisations, Deals, Activities (each a CSV), plus "Full Archive (JSON)".
  • Other workspaces: Companies, Contacts, Deals, Activities (CSV), plus "Full Archive (JSON)".
  • The Clients CSV carries contact details, entity type, GSTIN, business name, GST filing frequency and the GST and e-way portal usernames. It never includes PAN.
  • The Full Archive (JSON) bundles companies, contacts, deals, activities and projects with the export time.

Steps

  • Open Settings and scroll to "Export Data".
  • Click the button for the data set you want. The button shows "Downloading…" while it works.
  • Your browser saves a file named like "clients-export.csv" or "oriswork-export-YYYY-MM-DD.json".

Who can do it

  • The Full Archive is admin-only. Others see "Exporting data requires the admin role."
  • The individual CSV exports (Clients, Deals, Activities and so on) are available to signed-in staff, so keep roles tight for people who should not be able to download your client list.

Limits and what is not included

  • Each export returns up to 50,000 rows per data set.
  • If a data set is empty you see "No clients to export yet" (or the matching name) instead of a blank file.
  • The five download buttons do not include invoices, payments, tasks, tickets or files. Invoice and document PDFs can be downloaded from each record.
  • Admins can also start a larger background export through the API that covers more record types, limited per hour by plan. See the API reference.

Handle the file with care

Exports contain personal data about your clients. Store them somewhere secure, share only with people who need them, and delete copies you no longer need.

Related guides

Data Encryption and PAN Handling

What Oris Work stores encrypted, how PAN is protected, and what never leaves in an export.

DPDP Consent and the PII Access Log

How consent is captured for e-signing and marketing, and how sensitive-data access is recorded.

Importing Clients from a CSV

Bring a client list from a spreadsheet into Oris Work, with a duplicate check and a list of skipped rows.

REST API Overview

Integrate Oris Work with any tool using the REST API and webhooks.