Export your data

Your organization's data is yours to take with you at any time. The Owner and the Administrators can download everything the organization holds, and everything it holds about one person. Both downloads keep working while an account is read-only, and while it is closed, right up to the day it is deleted.

Download everything

• Open the Team page, at https://app.contactroll.com/team.
• Under Take your data with you, press Download everything.
• ContactRoll gathers the export in parts and shows how many it has gathered so far. The file is saved once every part has arrived, so what you get is always complete. If something stops the export partway, ContactRoll says so beside the button and you can press it again.

You get one JSON file, named after your organization and the day. It holds every contact, company, case, message, internal note, task, saved reply, marketing record and team member your organization holds.

If your organization records calls, the export names each recording: when it was made, how long it is, and Twilio's own name for it. The recordings themselves are kept in your own Twilio account.

The attached files

Every file a customer attached is listed under The attached files, right below Download everything, grouped by the case it arrived on.

• The panel shows how many files there are and their total size.
• Press a file's name to download it. Each file is its own download.
• Past ten files, the rest are behind one control that says how many it holds.

Download the files you need one by one. Each press either gives you the file or tells you right there that it didn't come, so you always know which files you have.

Everything about one person

When someone asks to see what your organization holds about them, the Owner or an Administrator can download it as one file.

• Open the person's contact page.
• Find What this organization holds about them.
• Press Download it as one file.

The file holds their record and their company, every address and number they have had with you, the notes and comments about them, their cases with every reply and internal note, their deals, their calls (and who listened to a recording), tasks, the log of what happened to them, consent, unsubscribes, topic and frequency choices, lists, segments and sequences, sign-ups, survey answers, sends and clicks, billing requests, and what flows and webhooks did about them.

Files they attached are downloaded from each of their cases.

The file includes your team's internal notes about them, because they are your organization's words. Read it through before you send it, and decide what to hand over.

Who can export

• Download everything, the attached files and the one-person export are for the Owner and the Administrators.
• The Roles page, at https://app.contactroll.com/settings/roles, lists both downloads among the sensitive permissions and shows who holds each one today.

Before you close your account

The Team page puts Download everything directly above Close this account, so you can take your data first. See "Close your account" for what closing does.