Exporting your customer data

Use the export action provided on the relevant customer portal list. Exports are generated from the same access-controlled records shown to your account, so a customer cannot export another organisation’s data. CSV is suitable for spreadsheets and routine reconciliation. Treat an export as sensitive business data. Download it over a trusted connection, store it in an approved location, and delete temporary copies when they are no longer required. Check the date range and filters before opening a support request about a missing record. An export does not delete data or cancel a service. Retention and legal obligations continue to apply to the underlying account records.