Create an export from Settings → Data Portability. The result is a private file you download from Export history. Complete-account exports are limited to owners and admins.
Who can do this
- Owners and Admins — can do this for any record or setting in the account.
- Agents and Assistants — can do this only for records they are assigned to.
Roles are predefined by NextAccord. See all roles & permissions
Steps
- Step 1: Open Settings → Data Portability and choose Create an export.
- Step 2: Your export is scoped to what your role allows: your assigned records, or — for owners and admins — a complete-account package.
- Step 3: When it is ready, download it from Export history.
- Step 4: To record that an account is winding down, an owner or admin can log an offboarding request here.
What success looks like
- The request appears in Export history and becomes downloadable.
- A complete-account package includes a manifest and a data dictionary.
Important: Export files expire after seven days and use short-lived download links. Download and store the file promptly.
Good to know
- The complete-account package is export-only. Importing or restoring an account from it is not supported.