Export and move your data
The data you have in Bargguo belongs to you. You can get it out whenever you want without asking us first, and then take it with you wherever you like. Below is exactly what can be exported, which formats it comes in and how it works when you move.
Your data and your customers' requests are two different things
It sounds like the same thing, but it is not. What is written here applies when you want to get out or move 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.
Three ways to get it out
Export as CSV. There is an export button on every list in the product. That gives you one file for each table in UTF-8, with a header row at the top. It can be opened directly in Excel, Numbers or Google Sheets.
The API. Here you get the same content as JSON, either record by record or one page at a time. You will find the documentation under Settings in the product. You set up the API key yourself. It can only reach what that account is allowed to see.
A complete export of the whole workspace. You ask, and you get it within 14 days, at no cost. The first two routes are conveniences and each covers only part of the content. This is the one we commit to in the contract, and the one we expect you to use if you move.
What you can export
The list below is what the complete export covers.
- Companies, contacts, contact lists and portal users with their roles
- Vendors and their contact people
- Tickets with replies, internal notes and the full timeline
- Attachments
- Queues, stages, pipelines, tags, canned replies and macros
- Documents and certificates filed against a single asset
- Recurring tickets and their schedules
- Checklists with each item's result, note and recorded findings
- Job lines for articles, labour and other
- Products with stock counts
- Appointments
- Changes with approval chains, CAB decisions, templates and freezes
- Releases, known errors, the service catalogue and its orders
- Maintenance windows and the on-call rota
- SLA policies, working hours, the holiday calendar and clock outcomes
- Timesheets, approvals, hourly rates and invoice drafts
- Deals, quote lines, leads with scores, activities, targets and forecasts
- Knowledge base articles with version history and their categories
- Portal settings
- Email templates, campaigns with their statistics, sequences
- Forms and the answers they collect
- Projects, tasks, milestones and cycles
- Agent accounts with roles, teams and skills
- Custom fields and their values
- Automations, rules and retention rules
- Saved views, filters, dashboards and report definitions
- The audit log
- Remaining workspace settings
What does not come with it
Passwords, keys and logins. Passwords are stored hashed, so they cannot be read out. API keys, sessions and any other secrets are left out of the export. We have done this on purpose, since a file with all of that in it would be the most dangerous file you had 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
Switching to another provider is fine, and so is moving to an installation of your own that you run yourself. This is how it goes:
- Give notice whenever you like. The agreement runs month by month and ends at the end of the period you have paid for.
- 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.
- Then you have at least 30 more days to collect anything you forgot, before your instance is deleted.
- 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.
How the formats are built
Each CSV is a table. Two tables are linked by an id just like in a normal database, so a ticket carries the company's id to show which company it belongs to. When you load the files into another system, you match on those ids.
Attachments are not part of the table since they are files. You fetch them one by one, either through the API or straight from the ticket. The filename stays the same as when the file was uploaded.
Free text in tickets comes as HTML. It was written that way. If you would rather have plain text, you can get it through the API.
We update this page whenever something in the list above changes. If you have questions about a move, we would rather answer them before you give notice than in the middle of it: support@bargguo.com.