Export Data and Account Closure
Data Quality
Export CRM records, use backups, and request workspace closure.
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.
- Open Data Hub → Export (or the export action for the entity you need).
- Choose entity type and filters if offered.
- 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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