Why this matters
An export can disclose customer or service information beyond your immediate task.
Step by step
- Ask which supported export is available and what records and fields it includes.
- Obtain approval for the scope and storage location before downloading data, and avoid public website folders.
- Check the authorised export contains the intended records and apply the agreed retention and access rules.
Keep the result of the final check and any unresolved question with your project records.
Availability depends on the product, permissions and management agreement. Use the existing support conversation for the same issue.
