Data - I Need To Export Leads/Contacts to Upload Into X - How Should I Proceed?
Can I Export the Data Myself?
No — due to the sensitivity of personal and commercial information in your CRM, all data exports must be handled by our team.
This ensures proper governance, audit trails, and compliance with data privacy obligations.
What’s the Correct Process?
The request must be submitted by your Primary Contact
The request must be made via the Customer Portal
Written approval from a Director, Owner, or authorised representative must be included
We will not process export requests without formal approval from an authorised decision-maker.
What You Should Include:
Clear description of what you need:
Leads, Contacts, or both
Specific filters (e.g. last 90 days, by status, by region)
Intended use (e.g. external marketing platform, data migration, audit)
Target system (optional, for formatting)
Written approval or sign-off from a director or owner
Whether the data will be used internally or shared with third parties
Once reviewed and approved, we’ll securely export the data in the required format and share via a secure method.
Why This Process Exists
Prevents unauthorised access or sharing of personal data
Ensures you stay compliant with privacy regulations (e.g. GDPR, APPs)
Keeps a full audit trail of where data is going and why
Protects your brand, your customers, and your business