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Data Export

Data Export lets you download your workspace data - contacts, conversations, deals, and tags - as JSON or CSV for backup or analysis elsewhere.

Open Settings → Data Export.

Settings → Data Export
The Data Export settings page

Settings → Data Export

Choose the export format, request a new export, and follow its status in the export history table. The same page also includes the AI config backup card for downloading or restoring workspace settings.

For deleting data rather than exporting it, see Compliance.