Your data: download it, delete it
Updated
The owner of an office can take a copy of everything in it, or remove all of it, from one screen in Settings.
Where it is and who sees it
Only the office's owner sees Delete data. A consultant does not.
Both cards here act on the office you are in, and each prints its name in bold. If your login has more than one office, read the name first and switch offices if it is the wrong one.
Download my data
The file is a ZIP named for the office and the day, such as blue-oak-insurance-agencyedge-data-2026-10-08.zip. Each sheet inside is a CSV that opens in any spreadsheet program:
- README.txt lists every sheet with its row count, and any file left out.
- office.csv holds the office's name, state, address and time zone.
- sales: every sale, and each time a sale was marked issued or not issued.
- leads: every lead, which lead became which sale, your lead providers and the spend you entered.
- team: the roster, positions, pay history, commission rates, status changes, name spellings, logins and access.
- commission-plans: plans, who is on which plan, base rates and bonus rules.
- payouts: every Pay Team run and the sales it paid, bonuses earned, chargebacks and pay settings.
- activities, goals and calendar: activities and their log, quotes by month, goals, time off, events, holidays, hours and schedules.
- settings: product lines, sources, sale form fields, column mappings, leaderboard and email settings.
- vera holds your Ask Vera chats, and support-requests.csv what you have sent us.
- uploads.csv lists every file you uploaded. The files themselves are in four folders: uploads, team-files, commission-requests and photos.
A sheet with nothing recorded is left out. Not in the download: passwords, sign-in links and invitation links; figures Agency Edge works out from the rows, such as leaderboards and scores; our own sign-in and audit logs and support staff notes; and anything belonging to another office. A stored file over 50 MB, or one that could not be added in time, is named in README.txt with how to ask us for it.
An office can be downloaded four times in ten minutes.
Delete data
Download first. Nothing here can be undone.
Press Show the delete options. Two cards appear:
- Clear all data removes every sale, lead, upload, team member, commission plan, goal and setting in the office, its stored files, and the office itself. Your login stays, and you start setup again from the first step.
- Delete account removes the same things, then deletes your login.
There is no choice that removes only some kinds of data. To remove one upload or one sale, see Upload and manage sales files and Edit or delete a sale.
To confirm, type the phrase the card shows into its box: Clear Blue Oak Insurance on the first card, Delete Blue Oak Insurance on the second. Capital letters do not matter. The red button works only when the phrase matches. There is no checkbox and no waiting period: the delete starts when you press Clear all data or Delete account. Afterwards we email the owner a confirmation.
What it does to the rest:
- Pay already run: every Pay Team run is undone first, then its record is removed with everything else. If a run cannot be undone, the delete stops before anything is removed.
- Team members' logins are removed, except for anyone who also belongs to another office.
- If you belong to another office yourself, your login is kept on either card. Clear all data takes you to your other office, not to setup, and Delete account signs you out with your login still working.
If a message appears under the cards, the delete did not finish. Try again, and tell us if it stops twice.
Ask us to do it
If you are not the owner, or you want us to close your account for you, open Help & Feedback, press Contact Support and choose Account / Data Deletion under What can we help with?. A note headed What happens next says an owner can do it from Settings right away, and that for anyone else we reply to confirm it is really you before anything is removed. See Help & Feedback.
Frequently Asked Questions
Can a team member download the office's data?
No. Only the owner of that office can.
I own two offices. Which one is deleted?
The one you are in, named in bold on the card and in the phrase you type. Your other office is not touched.
Can deleted data be brought back?
No. Download the ZIP first and keep it somewhere safe.
What happens to our Pay Team history?
Every run is undone and its record is removed with the office. If you need the history, it is in the payouts folder of the download.