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GDPR data export (right of access)

An administrator exports all personal data held about a Contact in response to a data subject access request (DSAR).

When this happens: Admin navigates to Contact — Actions — Export Personal Data.

Step by step

  1. 1

    Open the Contact detail page. Clicks Actions — Export Personal Data.

    Confirmation: This will generate a complete data export for [Contact Name] including all related records. Continue?.

  2. 2

    Confirm.

    Initiates background job. Status: Export in progress… Collects all data related to the Contact: — Contact record (all fields + custom fields) — Related Company — Activities (calls, emails, meetings, notes) — Tickets — Opportunities (where Contact is primary) — Quotes & Invoices (on related opportunities) — Synced emails — Campaign memberships — Lead scoring history — Consent records — Audit log entries referencing this Contact — Archived records referencing this Contact EasyCRM generates ZIP file containing: summary.json, summary.csv, README.md. EasyCRM notifies Admin: Personal data export for [Contact Name] is ready Download link available for 7 days. Audit log entry: GdprExport with Contact ID.

  3. 3

    Downloads the ZIP. Provides to the data subject via secure channel (outside CRM).

Other paths

Export for anonymized contact

Contact is already anonymized. EasyCRM shows: This contact has been anonymized. Exported data will reflect anonymized values Proceeds. Export generated with [REDACTED] fields.

If something goes wrong

Export job fails

Background job fails (e.g. Storage error). EasyCRM notifies Admin: Data export failed. Please retry

Download link expired

Click download link after 7 days. This download link has expired. Please generate a new export

Good to know

  • Download link is a signed, time-limited URL (7-day expiry).
  • Only Admin can trigger GDPR data export.
  • Export includes soft-deleted records referencing the Contact.
  • Export is a background job due to the volume of data.