Exporting All Data For Recruit CRM Account Owners

What this feature does and when to use it?

The export feature allows you to download all Recruit CRM record data. You can use this feature when:

You want a full backup of all Recruit CRM data.
Exporting your data is especially critical when planning to cancel your subscription, as it ensures you retain access to valuable information after your subscription ends.

Before you begin:

Only account owners can perform this action.
The export can be blocked in case of the non-payment of invoices.
The Data Export and Full Export options available only to accounts on paid subscription plans.(Pro, Business and Enterprise).

Step-by-step instructions on how to initiate the data export

1. Go to admin settings and click on "Account"

2. Choose the type of export required:

Data Export	Full Export
Includes CSV files for all candidates, contacts, jobs, companies, and deals data along with the assignments and associations like notes, meetings, tasks, and hotlists.	Along with the CSV file included in the "Data Export", the full export will also include all the files attached with candidates, contacts, and company records.
You can export the CSV files once a day.	You can run the full data export once every 90 days.

⬇️ Downloading the files

1. You will receive an email from support@recruitcrm.io once your data files are ready. This may take a few minutes or up to two days, depending on the size of your data.

Note: The data links are only valid for 3 days. Please make sure you download the data on your device before the links expire.

2. Click on the download links to download all the data on your device and access it as follows 👇

CSV files with all the associations & assignments

Once you open the Zip file, you'll find the CSVs for all candidates, companies, contacts, jobs, and deals data along with the associations and assignments.

Attachment files

After downloading the Zip file for attachments, you can review the data for each record of all the entities (candidates, companies, and contacts).

🔍 Checking the export history

You can also check the history of all export actions performed on the account by clicking on the clock icon as shown below:

Note: The system will automatically trigger a full data export when you proceed to deactivate your account. However, it is highly recommended to proactively export your data before initiating the cancellation of your subscription, to verify and secure your files.

🔺 Unable to initiate the export?

The data export is only applicable for active subscriptions.

Please check if you have an unpaid invoice on your subscription or reach out to us using the chatbot. Or, you can email us at support@recruitcrm.io.

🔄 Exporting Data Before Cancellation

If you are considering canceling your Recruit CRM subscription, ensure that all important data related to your business is exported ahead of time. By doing this, you:

Retain critical files, databases, and records.
Prevent operational disruptions caused by losing access to account data.

To export your data, follow the steps outlined in the earlier sections and double-check that all your important files are downloaded and stored securely.

FAQs

Who can export all data from Recruit CRM?

Only account owners can perform the Data export and Full export actions.

Which subscription plans include Data export and Full export?

Data export and Full export options are available only to accounts on paid subscription plans such as Pro Plan, Business Plan, and Enterprise Plan.

Conclusion:

Exporting all data from Recruit CRM gives account owners a reliable way to back up records and attached files, especially before canceling a subscription or performing major changes.