If you decide to cancel your CRM account and wish to export out the data you can do this via csv format.  

Please note: this will only export out contact profile information along with notes, custom fields and tags.

If you would like a more comprehensive data extraction then we can provide this at an additional cost.

1. We provide the following functionality to allow you to extract your data:

a. Contact – including tags, notes and custom fields

b. Calendar – via SyncML synchronisation

c. Files – via download

2. Tasks and History are not currently available for self-extraction, we will however assist you with providing this information in a machine readable format (excluding file attachments – we can extract attachments and provide these on physical media at a cost per GigaByte of data). Please contact our Helpdesk to find out more.

3. Should you require data to be extracted in a different format other than what we usually supply, then our standard professional fees will be chargeable. 

4. We will usually aim to complete any requests within 14 days of the receipt of your request.  

Please contact our Support Helpdesk for more information and a quotation.