ACCOUNT & PRIVACY 2 min read
Download a full company-data export
Create a broader archive than the monthly accountant ZIP and understand private-data scope.
Where to goSettings → Privacy → Export company data
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In this article
Choose the export you need
The company archive in Settings → Privacy is a broad copy of company records and files. The monthly accountant export in Settings → Export is a separate financial handoff. A company archive is a download; there is no documented restore-from-archive workflow.
Access and scope
Company archive creation and download require an Owner or Admin role and the relevant company permissions. By default, the archive applies sharing and privacy filters to calendars, Sidekick conversations and Vault entries. Owners already have access to all company mailboxes, so an owner’s archive includes those mailboxes without selecting the broader private-data option. Admin mailbox exports apply their mailbox-access filter. Credentials and some internal processing data are excluded.
Only an owner can select Include members’ private data as well. This broader scope is recorded. Review why those records are needed and handle the resulting archive carefully.
Prepare and download the archive
- Open Settings → Privacy → Export company data and check the active company.
- Review the scope checkbox, then choose Start export once.
- Wait for Queued or Preparing… to change to Ready. You can leave and return while the background export runs.
- Choose Download before the displayed available-until date. Open the ZIP and check the records and files you need before relying on it.
- Use Delete on an archive when you no longer need that downloadable copy; it does not delete the company’s source records.
If preparation or download fails
If another export is already preparing, follow that one. For Failed, read the message and try a fresh export after resolving the cause. If a ready archive is no longer available, request a new one when allowed.
Read-only billing access still permits a company export for an authorized owner or admin. If Start export is unexpectedly blocked, check your role and report the displayed error to support. Do not delete the company until you have a usable copy if one is required.
Labels use the English interface. Available pages and actions depend on your company, plan and permissions.