Whether you're cancelling your Ivorey™ account or just want a clean backup of your data for peace of mind - it's simple to export your data. This article walks you through exactly what you can export, where to find it, and what’s already stored in the third-party tools you’ve integrated.
What You Can Export from Inside Ivorey™
Inside your Ivorey™ dashboard, you can manually export most of your business data with a few clicks. Just head into each section below - and look for the Export icon (you’ll usually find it near the top right of the screen).
Available for Export:
All invoices
All estimates
All proposals
All contracts
All documents
All orders
All transactions
All subscriptions
All contact data (includes tags and custom fields data from submissions)
All pipeline opportunities
All affiliate commissions
All form submissions
All survey submissions
All quiz submissions
You can export these as CSVs to save a clean backup, maintain compliance records, or use them to re-import into another tool where compatible.
Data You Should Already Have Through Connected Tools
Depending on how you've set up your integrations, a lot of your data may already exist in the third-party tools you've connected to Ivorey™.
Stripe, PayPal or other payment processors – Any transactions processed through your own accounts will still be visible in those platforms, as Ivorey™ does not process any payment transactions.
Google or Outlook Calendar – If you've integrated a calendar, your appointments may also appear there.
Instagram & Facebook Messenger – These feed through our CRM, but will still remain in your Instagram and Facebook inboxes unless you've deleted them.
Your business email – Most Ivorey™ users sync their business email to the CRM, and therefore would still have records of all emails in their Google/Outlook inbox.
Google Analytics – If you installed GA tracking, your data will remain in your own Google Analytics account.
Still Need Help?
Hit the support chat widget inside Ivorey - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍