We want to leave a SaaS vendor, how do I handle the data export?
Do the export before you cancel, not after. Many vendors reduce export rights or limit history once the subscription flips to cancelled, even when you still have 30 days of technical access.
Try this first
- 1Request in the exit email an explicit full data export, in machine-readable formats (CSV, JSON, or native zip), and record the date of the request.
- 2Run a test export first: import into your target platform or temporary staging to verify fields are complete.
- 3Do the final export just before cancelling, otherwise you miss the last week of activity, and schedule cancel before the auto-renewal cut-off.
- 4Keep the export files at least 1 or 2 years offline or in archive storage, because guarantees of vendor-side restoration fade quickly.
When to bring us in
If a vendor stalls or limits the export, we can help apply legal and operational pressure.
See also
- New hire has an account but cannot reach Outlook or TeamsAn M365 account without a license is an empty shell. Assigning takes a few clicks, but picking the right plan pays off long-term.
- Employee left, but their email must be retainedPulling the license straight away starts a 30-day timer on the mailbox. The right route keeps access to the mail without paying for the license.
- We pay for licenses nobody usesBetween leavers, duplicate plans, and test accounts there is often 10-20% wasted license spend. A usage report exposes it fast.
None of the above fits?
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