We can supply a data extract in two formats:
- An SQL data backup together with all related file attachments. This is the best option if you want to move to a new provider and have them import the information into their system. This means that the new system should keep almost all the relationships between records, notes, attachments, etc (but other providers will usually charge for this service). It isn't 'human-readable' in the same way that a CSV file would be.
- A series of Excel extracts, one each for People, Assignments, Opportunities and Companies. This is better if you are not moving to a new provider, or if you want to import this information into a new system yourself. It won't include any attachments, and it won't have all the data relationships of the first option.
If you want to perform an extract (both options are free), let us know at support@ezekia.com which option you prefer (the first option might take a few days to schedule in), and we will organise it. Please us know if you have a specific date in mind for the extract or not.