Data & Account

Export data lets authorized account managers control product analytics for their browser and download the business's ToolbagCRM records and stored files. Close account is a separate settings page for submitting an account-closure request for support review. Under Security & Audit, the Company user activity log brings recorded company, system, and Toolbag support actions into one timeline, while the Toolbag support access log focuses on support actions and their recorded reasons.

Open Settings, then choose Export data, Close account, Company user activity log, or Toolbag support access log.

When to use Data & Account

Use this page when you need to:

• allow or stop product analytics for your current browser,
• keep an offline copy of account records and stored files,
• prepare account data for review or migration, or
• ask ToolbagCRM support to review an account closure,
• review recorded actions by company users, the system, and Toolbag support, or
• inspect the reasons recorded for Toolbag support access.

Before you start

• Exporting data or requesting closure requires billing write access plus access to all Jobs and the full Team roster. ToolbagCRM hides those settings pages and blocks exports for users whose record access is limited to assigned jobs or part of the team.
• Both activity logs require billing read access.
• Your analytics choice applies to your signed-in account in the current browser. Review the setting separately in each browser or browser profile you use.
• Choose a secure location for the downloaded archive because it can contain account, customer, team, job, billing, communication, plugin, and uploaded-file data.

Control product analytics and session replay

1. Open Settings → Export data.
2. Under Privacy controls, use Product analytics and session replay to allow or stop those diagnostics for your signed-in account in this browser.
3. Outside the development and demo environments, the switch defaults to off when ToolbagCRM cannot find a saved choice. In development and demo, expanded diagnostics default to on until you turn the switch off for your signed-in account; diagnostics may begin before sign-in.
4. When session replay is enabled in development or demo, it can include ordinary page text, account data, URLs, console output, and request or response content. Credential fields and credential-shaped values in recorded request and response bodies are masked; body content matching card numbers or Social Security numbers is filtered. Use synthetic or non-sensitive data in these environments whenever possible.

Turning the switch off stops future product analytics and session replay for that signed-in account in that browser. Error reporting operates separately: it is privacy-filtered outside development and demo, while those two environments use expanded diagnostic detail.

Download an account export

1. Open Settings → Export data.
2. Under Export data, select Download account export.
3. Wait while ToolbagCRM prepares the archive. Your browser downloads a ZIP file when it is ready.
4. Store the ZIP file securely and restrict access to people who are allowed to view business and customer records.

The ZIP archive contains separate JSON datasets for account data, including:

• customers and service locations,
• team members and users,
• jobs and visits,
• quotes,
• invoices, payments, and status histories,
• communications and customer-support records,
• plugin records and settings stored for the account, and
• account and subscription details.

Uploaded documents, images, and other stored account files appear under the archive's assets folder. A manifest lists every exported dataset and asset, record counts, checksums, the export format, and the account's enabled features. The export intentionally omits password and token hashes, API secrets, recovery capabilities, and staff-only support notes.

Review company activity

1. Open Settings → Company user activity log under Security & Audit.
2. Review the newest recorded actions first. Each entry shows the action, category, actor email or System, affected record type and ID when available, and the date and time.
3. To narrow the timeline, enter an Action or record, choose a Category, enter an Actor email, or set From and To dates. Select Apply filters.
4. Move through the result pages when the matching timeline is longer than one page.
5. Select Export CSV to download the currently applied result set.

Available categories are Records, Access, Plugins, Integrations, Security, Financial, Support, Data, AI, and System. Toolbag support actions appear in the same timeline with a Toolbag support badge. Dates are interpreted and displayed in the company's time zone.

Filter changes do not affect the timeline or CSV until you select Apply filters. A CSV export can contain up to 100,000 matching rows; narrow the filters if the result set is larger.

Review Toolbag support access

1. Open Settings → Toolbag support access log under Security & Audit.
2. Review the newest actions first. Each entry shows the action, the Toolbag support email that performed it, the date and time, and the reason when one was recorded.
3. Use the reason to understand why support accessed or changed something in the current business.

This focused log contains only Toolbag support actions for the business you are currently using and includes the recorded reason when one is available. If it is empty, ToolbagCRM says that Toolbag support has not taken any action on the account. Use Company user activity log instead when you need the combined timeline of recorded company, system, and support actions.

Request account closure

Account closure is reviewed rather than performed immediately.

1. Open Settings → Close account.
2. Under Request account closure, add any details support should know.
3. Type the business name shown beside the confirmation field. Request reviewed closure remains unavailable until the text matches exactly.
4. Select Request reviewed closure.
5. Review the confirmation dialog, then select Request closure to submit the request.
6. Keep the displayed support ticket ID for follow-up.

ToolbagCRM support checks billing, legal-retention, and export requirements before records are removed. Download any records you need before requesting closure.

Tips

• Create a fresh export before a planned migration or closure review.
• Treat the ZIP file as sensitive business data; do not attach it to ordinary email or place it in a shared public folder.
• Keep manifest.json with the archive. It lists the included datasets and files so you can check whether the export contains what you expected.
• Verify that the downloaded archive opens before relying on it as a backup or handoff.
• Keep the closure-request note focused on timing, billing, and any records your business must retain.
• Select Apply filters before Export CSV so the download uses the intended search, category, actor, and date range.
• Use Company user activity log for the combined timeline. Use Toolbag support access log when you specifically need support actions and their recorded reasons.

Troubleshooting

Export data or Close account is missing from Settings

Ask an account administrator to confirm that your role has billing write access, access to all Jobs, and access to the full Team roster. Users with narrower record access cannot open these pages.

Settings access is temporarily unavailable

If ToolbagCRM cannot check your permissions, it shows an unavailable message instead of treating the problem as an access denial. Select Retry to check your permissions again. If the page then says you are not permitted, ask an account administrator to review your role.

An activity log is missing from Settings

Ask an account administrator to confirm that your role has billing read access. Exporting data and requesting account closure need the stronger billing write permission, but both activity logs are read-only.

An activity log does not load

Select Try again. If the error continues, check your connection and ask an account administrator to confirm your billing read access.

Company activity has no matching results

Clear or adjust the search, category, actor, and date fields, then select Apply filters again. Action or record searches recorded action names and record identifiers; use Actor email to find a specific person's entries.

Export CSV fails

Make sure the intended filters were applied and the From date is not after the To date. If the matching result exceeds 100,000 rows, narrow the category, actor, or date range and try again.

The export is denied

Account exports require both billing write access and account-wide Jobs and Team access. If your role was recently updated, sign in again and retry after the new access is applied.

A record or stored file is missing from the ZIP

Check manifest.json for the expected dataset or asset. ToolbagCRM intentionally leaves out credentials, recovery capabilities, and staff-only support notes. If expected business data is absent from a completed archive, contact ToolbagCRM support before relying on it.

The export says it is unavailable

ToolbagCRM stops the export instead of creating an incomplete or inconsistent ZIP when it cannot access account file storage, validate stored data, or establish a consistent account snapshot. Retry after active uploads or record changes finish. If the message continues, contact ToolbagCRM support before a migration or closure.

Request reviewed closure is unavailable

Type the business name exactly as shown beside the confirmation field. The button becomes available only after the text matches; then review the confirmation dialog before submitting the request.

The closure request does not delete the account immediately

This is expected. The button creates a support request for review so billing, retention, and export requirements can be checked first. Use the displayed support ticket ID when following up.

Related articles

• Customers
• Jobs
• Invoices
• Payments
• Wallet
• Team