All Features/Protect/Take Your Data With You

Take Your Data With You

A client’s new marketing lead wants everything you hold on them by Friday. That shouldn’t begin with writing to a software company and waiting.

Plans
  • Pro included
  • Agency included
No email to support

What It Does

Export one client as a single file: every post, piece, voice, business fact, and the approval record, as JSON, Markdown, or CSV. An archived client can still be exported.

Or Take a Copy of the whole account as one JSON file, for all time or the dates you pick. What you put in stays yours, so the door opens from your side.

How It Works

1

Find the Danger Zone

One client’s export is in their Client Settings. The whole account’s is in Settings.

2

Pick What It’s For

JSON to move to another tool, Markdown to read, CSV for a spreadsheet with one row per piece.

3

Download It

Nothing in the account changes when you do.

Worth Knowing

Who can take itOnly the Owner. A file holding every client shouldn’t be one click from everyone.
It’s on the recordEach export shows in the Owner’s Security Record, with who took it.
Archived clientsThe whole-account file keeps an archived client’s own details too.

Start Knowing Where the Door Is

Free for 14 daysNo credit card needed