For your intake
Data guides for the systems you run on.
Find how much each system holds and how a full export works. Use these to fill in your intake; you don’t need to export anything to get priced.
All data guides
42 guides
CRM and job management
AccuLynx
Find how many jobs, photos and documents AccuLynx holds, and how a full-history export works.
Property management
AppFolio
Find how many work orders, units and records AppFolio holds, and what its reports, API and warehouse exports can pull.
Insurance agency management
Applied Epic
Find how many policies, clients and attachments Applied Epic holds, and how report, CSV and SDK pulls work for a full-history copy.
Solar design and proposals
Aurora Solar
Find how many projects and designs Aurora Solar holds, and how a full-history export works through its API.
Accounting and payables
BILL (Bill.com)
Find how many bills, invoices and payments BILL holds, and how its CSV exports, scheduled exports, API and historical data download work under a license.
Construction project management
Buildertrend
Find how many jobs, files and records Buildertrend holds, and how a full-history export works.
Calls, texts and contact center
CallRail
Find how many calls, recordings and texts CallRail holds before its 25-month cutoff, and how a full export works.
Legal practice management and billing
Clio
Find how many matters, time entries and bills Clio holds and how a full-history export works, with the client-consent rules that apply.
Photos and site capture
CompanyCam
Find how many projects, photos and documents CompanyCam holds, and how a full export works.
IT service management, PSA and RMM
ConnectWise PSA
Find how many service tickets ConnectWise PSA holds, and how a full-history export works through list exports, Report Writer or the API.
CRM and job management
DASH
Find how many restoration jobs, photos and documents DASH holds, and how a full-history export works.
Transaction management
Dotloop
Find how many loops and documents Dotloop holds, and how a full-history export works through Report Builder, a backup sync or the API.
Solar design and proposals
Enerflo
Find how many projects, deals and leads Enerflo holds, and how a full-history export works through its API.
Legal practice management and billing
Filevine
Find how many matters (projects), documents and billing entries Filevine holds and how a full-history export works, with consent and medical-record rules.
Real estate CRM
Follow Up Boss
Find how many contacts, calls and texts Follow Up Boss holds, and how a full export works, including what it cannot export.
Code repositories
GitHub
Find how many repositories, commits and pull requests GitHub holds, and how a full-history export works with mirror clones and the organization Migrations API.
Code repositories
GitLab
Find how many projects, commits and merge requests GitLab holds, and how a full-history export works with mirror clones, file exports and the API.
Gmail (Google Workspace)
Find how many gigabytes of email Gmail holds across your Google Workspace users, and how Vault and the Data Export tool work.
CRM and job management
HubSpot
Find how many records HubSpot holds, what its exports and backups leave out, and how a full-history export works.
Document management (DMS)
iManage Work
Find how many documents and workspaces iManage Work holds and how a full-history export works, with the client-consent rules that apply to matter files.
Customer support
Intercom
Find how many conversations Intercom holds, why its Dataset export has no message text, and how the Conversations API and cloud storage export work.
Issue tracking and projects
Jira
Find how many work items Jira Cloud holds, and how a full-history export works through Backup manager, CSV batches and the REST API.
CRM and job management
JobNimbus
Find how many jobs, contacts and attachments JobNimbus holds, and how a full-history export works.
Accounting practice management
Karbon
Find how many jobs, contacts and time entries Karbon holds outside tax return work, and how its admin exports and API work if a buyer licenses them.
Document management (DMS)
NetDocuments
Find how many documents and workspaces NetDocuments holds and how a full-history export works, with the client-consent rules that apply to matter files.
ERP and finance
NetSuite
Count the transactions NetSuite holds with a saved search, and see how Full CSV Export, search exports, Persist (CSV) and SuiteQL work if a buyer licenses it.
Solar design and proposals
OpenSolar
Find how many projects OpenSolar holds, and how a full export works through Export Report and the API.
Outlook (Microsoft 365)
Find how many gigabytes of email Outlook holds across your Microsoft 365 mailboxes, and how eDiscovery export works.
Construction project management
Procore
Find how many projects and records Procore holds, and how a full-history export works through Project Archive.
Accounting and payables
QuickBooks
Find how many transactions and projects QuickBooks holds, online or desktop, and how a full-history export works.
Calls, texts and contact center
RingCentral
Find how many hours of recorded calls RingCentral still holds before its 90-day cutoff, and how a full export works.
CRM and job management
Roofr
Find how many jobs, contacts and attachments Roofr holds, and how a full-history export works.
CRM and job management
Salesforce
Find how many records Salesforce holds across your objects, what its field history and export rules leave out, and how a full-history export works.
Transportation, warehouse and fleet
Samsara
Find how many trips, safety events and other records Samsara holds, and how its API, data connectors and terms shape a full-history export.
IT service management, PSA and RMM
ServiceNow
Find how many tickets ServiceNow holds, how its export limits and archive rules affect your count, and how a full-history export works.
CRM and job management
ServiceTitan
Find how many jobs, customers and invoices ServiceTitan holds, and how a full-history export works.
E-commerce and point of sale
Shopify
Find how many orders, customers and products your Shopify store holds, and how the order CSV, report exports and the Admin API pull a full history.
Transaction management
SkySlope
Find how many transactions and documents SkySlope holds, and how a full-history export works through reports, archives and the API.
Accounting practice management
TaxDome
Find how many jobs TaxDome holds outside tax return work, and how its CSV exports of jobs, tasks, time and billing work if a buyer licenses your records.
Estimating and claims
Xactimate
Find how many of your own estimates Xactimate holds, and how exporting them as ESX files works.
Property management
Yardi
Find how many work orders and records Yardi holds, and which of its reports, Replicate and Data Connect can pull a full history.
Customer support
Zendesk
Find how many tickets Zendesk Support holds, archived ones included, and how a full-history JSON export or the incremental export API works.
Sized your systems? Get them priced.
The intake asks for counts and dates, not files. An estimate is fine, and you can mark it as one.