Export your company data and understand retention
What it is
You can request a whole-company export from the Plan screen in every billing state. Zelun builds a zip of CSV files for clients, appointments, services, staff, payments, balances, notes, and other business records, then tells you when it is ready. The download is available for seven days. Secrets, card data, and photos are not included.
Before you start
Use an owner account. You can request one export per 24 hours, including while paused or after the plan ends.
Steps
Open My business → Plan, choose Request export, wait for the ready notice, and download the zip within seven days.
After cancellation
Zelun keeps company data for 12 months after the paid plan lapses, so you can reactivate with the saved work intact or request an export. A deletion warning is sent 30 days before scheduled deletion. Reactivation cancels the deletion schedule.
Tax records that Zelun must legally retain may remain in minimized form for their required period.
What your clients see
Clients are not notified when you export company records. Their card numbers and photo files are never included.
Common mistakes
- Waiting more than seven days to download a ready export.
- Expecting visit-photo files inside the zip.
Related articles
See client privacy and cancellation.
Reviewed on 2026-10-06