Table of Contents
- Export & delete company data
- When to use export & delete company data
- Before you start export & delete company data
- How to export company data
- What happens after export company data
- How to delete company data
- What happens after delete company data
- Common issues in export & delete company data
- Important considerations for export & delete company data
- Best practices for export & delete company data
- Related guides
Export & delete company data #
Export & delete company data allows you to download your data for backup or permanently remove your organization data from the system.
This feature is important for data control, compliance, and account management.
When to use export & delete company data #
Use export & delete company data when you need to:
- Download a backup of your company data
- Migrate data to another system
- Permanently delete your organization data
- Comply with data privacy requirements
Before you start export & delete company data #
Make sure:
- You have CompanyAdmin access
- You understand that deletion is permanent and cannot be undone
- You have exported your data if needed
👉 Review permissions here:
User roles and permissions
How to export company data #
To export company data:
- Go to Settings → Data Management
- Click Export Data
- Select the data scope (if available)
- Start the export process
- Download the generated file
What happens after export company data #
- A file containing your data is generated
- You can download and store it securely
- Export does not affect existing data in the system
How to delete company data #
To delete company data:
- Go to Settings → Data Management
- Click Delete Company Data
- Confirm the action
- Follow verification steps (if required)
⚠️ This action is irreversible.
What happens after delete company data #
- All company data is permanently removed
- Users lose access to the account
- Campaigns, contacts, and workflows are deleted
- Integration connections are removed
Common issues in export & delete company data #
Cannot export company data #
Possible causes:
- Missing permissions
- Export not available for your plan
How to fix:
- Ensure you have CompanyAdmin access
- Contact admin or check plan details
Cannot delete company data #
Possible causes:
- Restricted permissions
- Pending system operations
How to fix:
- Ensure CompanyAdmin access
- Complete or stop active processes
Data not fully deleted #
Possible causes:
- Background processing delay
How to fix:
- Wait for system confirmation
- Refresh and verify account status
Important considerations for export & delete company data #
- Always export data before deletion
- Ensure no active campaigns or workflows
- Inform your team before deleting data
- Verify backups are stored securely
Best practices for export & delete company data #
- Perform exports regularly for backup
- Limit deletion access to trusted admins
- Use deletion only when absolutely necessary
- Keep records of exported data securely
