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.
This guide is perfect if you want to:
Export and backup your Ivorey™ account data
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).
All invoices
All estimates
All proposals
All contracts
All documents
All orders
All transactions
All contacts
All pipeline opportunities
All affiliate commissions
All form submissions
All survey submissions
All quiz submissions
You can export these as PDF's or CSVs based on availability - to save a clean backup, maintain compliance records, or use them to re-import into another tool where compatible.
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.
Websites and funnels built inside Ivorey™ remain hosted within the Ivorey™ platform and can’t be migrated or exported to another website host. You can transfer your own domain, but the site itself remains managed inside Ivorey™. Please refer to our Terms of Service for more information.
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 🤍
