Export all of your data
Download a complete copy of your organization’s data as one zip archive.
An organization admin can export everything the organization owns — contacts, companies, deals, tasks, notes and custom objects; conversations and messages; calls with their transcripts and summaries; knowledge documents; files; agents and their settings; workflows; projects and work items; bookings; members and roles; and the audit log.
Every table arrives twice: as JSON Lines (the exact stored records) and as CSV for spreadsheets. Stored files — uploads, e-sign documents, import files — are included up to 250 MB each. A manifest.json lists every table, how many records it held, anything that was capped or skipped, and the few tables deliberately left out with the reason.
Passwords, access tokens, encryption keys and third-party connection credentials are never exported.
How to
- 1
Open Settings → Data Export and choose Export all data.
Only organization admins can start or download an export.
- 2
Leave the page if you like — the export runs in the background.
Small organizations finish in a few minutes. We email you, and send an in-app notification, when it is ready.
- 3
Come back to Data Export and choose Download.
Each click makes a fresh download link that works for 15 minutes. The archive itself is kept for 7 days, then deleted.
- 4
Open manifest.json first: it says what is in the archive and what, if anything, was capped.
If something goes wrong
- “Only organization admins can export the organization’s data.”
- Exports need the Admin role. Ask an admin to start one, or to grant you the role under Roles & Permissions.
- “An export is already in progress.”
- One export runs at a time per organization. Wait for it to finish, then download it or start another.
- The export expired.
- Archives are deleted 7 days after they finish. Start a new export.
- The export failed because the organization is larger than the self-service limit.
- Self-service exports are capped at about 3 GB of records. Contact support and we will run a full export for you.
- Call recordings are not in the archive.
- Recordings live in your own Twilio account and play from the call in the app. The archive has each call’s details, transcript and summary.