Export and Backup Your Ivorey™ Account Data

Before You Dive In

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

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).

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.

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.

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