Download Your Data

Download Your Data You can ask for a copy of your data at any time. This is sometimes called a data export , and it's your right under data-protection rules like the GDPR — the idea is simple: your data is yours, and you should always be able to get a copy of it. The export covers seven categories: contacts, chats and messages, campaigns, appointments, deals and tasks, FAQs and knowledge base, and your account profile. You might want a copy as a personal backup, to move your information to another tool, or just to have your own records. Whatever the reason, you can request it yourself in a few clicks. How to Request Your Data How to get there: Settings → Advanced group → Data Export . Open Settings (gear icon in the left sidebar). In the Settings menu, click Data Export under the Advanced group. Tick the categories you want to include (see the list below), or click Select all . Click Request export . That's it — you don't have to wait around. Your export is put together in the background, and we'll email you when it's ready. Only the account owner can request an export. If you're working inside someone else's account in team mode, this request isn't available to you there. What You Can Include Contacts — Your contact list, including custom fields, notes, and lead profiles. Chats & messages — Your conversations and the messages within them. Campaigns — Your campaigns and how they're set up. Appointments — Bookings and scheduled appointments. Deals & tasks — Your sales