Your data and closing your account

Download everything your account holds as a set of spreadsheet files, and close the account with 30 days to change your mind.

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What it is#

Your records are yours. At any time you can download everything your account holds: your team, absences, customers, properties, agreements and visits, as a set of spreadsheet files.

If you stop using RotaRound, you close the account yourself. Closing does not delete anything straight away. You have 30 days in which you can still sign in, download your data and cancel the closure. After 30 days everything is deleted for good.

When to use it#

Download your data to keep your own copy, to move to another system, or before you close the account. Close the account when you no longer need it and want your data deleted.

How to do it#

  1. To download your data, open Settings and go to Export data, in the group Account. Press Export my data. The files download to your device.
  2. You can export three times a day. A fourth try that day says Export limit reached for today. Try again the next day.
  3. To close the account, go to Close account, below Export data. Read the line that names what will be deleted.
  4. Tick I understand my account and all its data are deleted 30 days after I confirm. and press Close account.
  5. A 6-digit code is emailed to your sign-in address. Type it in Enter the code we emailed you and press Confirm closure. The code lasts 15 minutes. The 30 days start when you confirm, and you are signed out.
  6. To change your mind within the 30 days, sign in. The screen is headed Account closing and gives the date the data will be deleted. Press Cancel closure and the account opens as it was.
  7. To take a last copy during the 30 days, press Download your data on the same screen.

What your customer sees#

Nothing is sent to your customers about the closure. While the account is closing, nothing is sent to your customers or your team, and their page links show "This link is no longer available."

What happens next#

Once you confirm, the subscription is set to end at the end of the month you have paid for, so you are not charged again. After 30 days the team, customers, properties, agreements and visit history are all deleted. This cannot be undone.

If you cancel the closure within the 30 days, everything is as you left it.

Good to know#

  • The three-a-day limit counts by the London day, so it resets at midnight.
  • Invoice files and the pay export are separate downloads, on the Exports page. Settings links to it from Export data.
  • Download your data is also on the screen you see if the account ever pauses, so your data is never out of reach.
  • Closing works the same in automatic mode ("Let the diary plan itself") and self mode ("I place visits myself").

Not what you needed? Contact us and say what you were trying to do.