Let your customers take their data with them

Customers ask for a copy of what they have put into your product, and each request becomes a manual job for someone on your team. An export inside your product lets customers take their own data themselves.

Before: a customer writes to ask for a copy of all their data, and a member of staff gathers it, assembles a file and sends it, request after request. After: the customer signs in, opens a page called Your data, presses Export and receives a file, and the member of staff is free.
  • Customers ask for a copy of their data, and each request is a manual job.
  • An export inside your product lets customers take their own data themselves.
  • Your team stops assembling files by hand, and you decide what an export holds.

What changes for you

A request for “a copy of my data” stops being a small project. Today a customer writes in because they want what they have put into your product: to keep a record, to move it into another tool, or simply to know what you hold. Someone on your team finds it in several places, assembles it into something readable, checks it belongs to the right person and sends it back. Each request is handled from scratch, and each one waits until someone has the time.

An export inside your product changes who does that work. A customer signs in, goes to the place you have chosen and exports their own data. Your team no longer has to put a file together by hand, and the customer does not wait in a queue for a reply.

There is a quieter benefit too. A product that lets customers leave with what is theirs tends to feel safer to stay with. The export says something about how you treat the people who use your product.

One distinction is worth keeping clear. This page is about your customers’ data: the records, entries and files they put into your product. It is separate from your own code. The export is built for you and lands in your own code repository, and the code we build for you is yours. Your customers’ data is a different matter, and how you handle it stays your decision.

What you decide

You decide what an export holds. Most companies start from what their team already sends when someone asks, because that reflects what customers expect. You may want to add something customers have asked for, or leave out internal notes that were never meant for them.

You decide who may export what. A single person, an account owner, an administrator: each of those can mean a different set of data, and where the line sits is a business question, not a technical one.

You decide where the export lives in your product and how it is worded, so it reads as part of your service. You also decide how to introduce it: some companies mention the export in their reply to the next request, while others add it to their help pages first and see how it is received. You decide what ships. Nothing reaches your users without your approval.

Data protection law has a say in this area too. In the EU, Article 20 of the General Data Protection Regulation deals with data portability. What it asks of your product, if anything, is a question for your legal advisers, and we leave that judgement to them.

What you see along the way

You see the export take shape in your repository, as small changes your team can read and approve. A choice that is yours, such as what a customer sees when they press the button, reaches you with the question and a link.

What it costs you in time

A first conversation about the requests you receive, who handles them and what they send back. After that, some time from the person who answers those requests today. They know what customers ask for and where the data is found, and that knowledge shapes an export customers can use.

What if you want to stop

Whatever you have approved by then remains in your repository. Your team can carry on handling requests by email exactly as before, so customers lose nothing they rely on. Your code and your product stay yours to take anywhere.

Starting small

We have not built a customer export of this kind for anyone yet, and we will not suggest otherwise. A sensible first piece is a single export covering the data customers ask for most, so you can see whether those requests ease before deciding what comes next. Every engagement is tailored to your product and your goals. It starts with a conversation, with no obligation.

Start with one small first piece and judge the result yourself.

Questions leaders ask

What should an export contain?

That is the first thing to settle, and it is your call. A good starting point is whatever your team gathers by hand today when a customer asks, because that is what customers already expect to receive. From there you can decide whether anything should be added or left out.

Can one person in a customer account export data that belongs to a colleague?

Who may export what is a decision you make, not one we make for you. Some products let each person take only what they entered themselves; others let an account owner take what belongs to the whole account. You choose, and you check the result in the pieces you approve before any customer can use it.

Does an export help us meet our legal obligations?

We cannot tell you that, and we will not suggest it does. What the law asks of your product is a question for your own legal advisers. What we can do is build the export you and they decide on, inside your product.

Can customers still ask us by email?

Yes. The export does not take away the way customers reach you today. You decide when and how to point customers to it, and your team can keep answering requests in person for anyone who prefers that.

  • Open your product to partners with an APILarge customers and partners keep asking to connect their systems to yours, and each request turns into a custom job. One way in that partners can use on their own lets you say yes without a new project each time.

Lift your eyes and let us carry the rest.

Talk to us and see what carrying your product forward looks like.

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