Export and move your data

Your data is yours. You can reach it whenever you like, without asking us, and take it wherever you want. This page says exactly what you can get out, in which formats, and how a move works.

This is about your data, not about requests from your customers

Two things that sound alike and are not. This page is about you taking out or moving your own workspace.

If one of your customers asks what you hold about them, or asks to be deleted, you answer. You are the controller for their data and we are the processor. The tools are in the product: a subject access export and an erase, per contact, which you run yourself without asking us. If such a request reaches us instead we pass it on to you, unanswered. If you want help answering it, we help.

Two ways to get it out

Export as CSV. Every list in the product has an export button. You get one file per table, with a header row, in UTF-8. The files open straight into Excel, Numbers and Google Sheets.

The whole database through the API. The same content as JSON, one record at a time or page by page. The API is documented inside the product under Settings, and you create an API key yourself. It is the same interface we build the product on, so what you see is everything there is.

What you can export

• Companies, contacts and contact lists
• Tickets with replies, internal notes and the full timeline
• Attachments
• Knowledge base articles and their categories
• Deals and quote lines
• Timesheets and approvals
• Assets and how they connect
• Appointments
• Projects and tasks
• Tags
• Custom fields and their values
• Email templates and campaigns with their statistics
• Forms
• Automations and rules
• Agent accounts with roles and teams
• Saved views, filters and dashboards
• Workspace settings

What does not come with it

Passwords, keys and logins. Passwords are hashed and cannot be read out, and API keys, sessions and other secrets are not exported. That is deliberate: a file containing them would be the most dangerous thing you ever sent by email.

The software itself. The code and how the service is built are ours. Your data is yours.

Moving to someone else

You can switch to another provider, or to an installation you run yourself. Here is how it works.

1. Give notice whenever you like. The agreement runs month by month and ends at the end of the period you have paid for.
2. You have 30 days to move, counted from the notice, and the service works as normal throughout. Say the word if you need longer and we extend it once. If that runs past the month you have already paid for, the subscription continues at the normal fee for as long as you use it.
3. Then you have at least 30 more days to collect anything you forgot, before your instance is deleted.
4. We help. We answer questions about the formats and hand over a final full export within 14 days if you want one.

The switch itself costs nothing. Not the move, not the help, not the export. The only thing you pay is the usual monthly fee for the time you actually use the service.

Worth knowing about the formats

A CSV is a table. The link between two tables is an id, as in any database, so a ticket points at its company by the company's id. Those ids are what you match on when you load it somewhere else.

Attachments are files and are not inside the table. They are fetched separately, through the API or from the ticket, and the filename is the one it was uploaded with.

Free text from tickets is HTML, because that is how it was written. Plain text is available through the API if you prefer it.

This page is updated whenever anything in the list above changes. We would rather answer questions about a move before you give notice than halfway through it: support@bargguo.com.