Request and download data exports

Data exports prepare a private workspace file for the requesting user. Use them for an authorized operational purpose, then store the downloaded file according to your organization's data policy.

Review and create an export

1. Open Settings > Data exports with a permitted Admin or Manager role.
2. Choose Contacts or Conversations.
3. Set the applicable Search filter. For conversations, review Inbox cohort, Sending numbers, and From/To dates.
4. Review the sensitive-data acknowledgement and select it only when you are authorized to export the chosen data.
5. Select Review export and inspect the scope before choosing Confirm and create export.
6. Wait for the request to become ready, then select Download CSV.

An export uses the authorized workspace and number scope. Another teammate must create their own authorized request rather than sharing your private download link. Permissions and number access are checked again when the file is requested.

Handle expiry or failure

Generated exports expire after 24 hours. Review the expiry shown in the dashboard and download within that period. A saved request is not a ready download.

If a request fails or expires, check whether an existing ready export meets the same need. Otherwise submit another authorized export request with the intended filters. There is no retry action on a failed export record.

If the failure persists, contact Waaru Care with the export type, request time and visible state, not the downloaded customer data.

Protect the downloaded file

A CSV can contain sensitive contact or conversation data. Store it only where the intended recipients are authorized to access it and remove local copies when the business purpose ends. The private download's expiry does not delete a copy you already saved.

Next: Review preferences and privacy or inspect Chat history.