Your data, your call. Here is how both directions work.
Exports
Ask in a ticket (priority Normal): what you need — invoices, tickets, project records, asset registers.
We deliver machine-readable files (CSV/PDF) to an account contact, usually within a few business days.
Recurring exports (monthly dump for your own records) can be scheduled once and forgotten.
Deletion
Offboarding or just pruning? Specify the scope: a single record, an account area, or everything.
We confirm in writing exactly what will be deleted, what must be retained for legal or accounting reasons (invoice records, for example), and for how long.
Deletion executes after your written confirmation — not before.
One warning
Deletion is permanent. There is no "undo" after the retention window passes. If you are unsure, start with an export, keep it, and delete later.