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    Export Data and Account Closure

    Data Quality

    Export CRM records, use backups, and links for leaving or closing a workspace.

    By Sebastian StreiffertPublished Jan 10, 2026Updated Jun 3, 20264 min read

    Export, backup, and account closure each use a different part of the app. See Trust & Security for the full capability overview.

    What you can do

    • Export CRM records you have permission to view
    • Restore soft-deleted data or workspace snapshots (admins, eligible plans)
    • Leave a workspace or request full workspace deletion

    Where to do it

    Export CRM data

    Use System Operations → Data Hub to export contacts, companies, deals, and other entities. Exports respect your permissions.

    1. Open Data Hub → Export (or the export action for the entity you need).
    2. Choose entity type and filters if offered.
    3. Download the generated file when the job completes.
    Large exports may run as background jobs. Check batch job progress in the status area near the summary bar.

    Backups and recovery

    Workspace admins open Data Hub → Recovery & Backups for trash recovery and workspace snapshots where enabled for your plan.

    Closing or leaving a workspace

    To remove only yourself, ask an admin to remove you under Settings → Company Settings → User Management. To delete the entire workspace, follow How to delete a workspace.

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