Guides · Setup and account

Exports and your data

Download your activity log or all of your data, any time, and what happens when you leave.

Activity log (CSV)

Under Settings → Your data, Activity log (CSV) gives you a spreadsheet of every email sent, approved, edited or skipped, every reply, and every action taken on your account, with who did it and when, for the last 12 months. Email bodies aren't included. Anyone on your team can download it.

All of your data (JSON)

All data (JSON) gives owners one file with your account, team, agents and their settings, contacts, invoices, quotes and other items, every message (with its text), the documents list, the activity log and your credit history. Stored keys and file contents aren't included.

For a whole company

On Enterprise, head office can download the company dashboard as a spreadsheet for any period, and every location's activity log in one file, from the bottom of the company dashboard. See Enterprise for head office.

If you leave

Download what you want first. When an account closes we delete it and everything in it, as described in the privacy policy. On Enterprise, a location is switched off right away and deleted for good after 7 days, so a mistake can be undone.