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Data Export

Take your data with you anytime.

No data lock-in. Customers can export their full project data in machine-readable + human-readable formats. Pro and Enterprise plans include unlimited exports. Even after contract termination, customers retain a 12-month read-only API window.

Export formats

4 options for taking data

  • JSON Archive (full org)

    GB-scale per project; tens of GB for large orgs

    Full machine-readable export. The right format for migrations to other systems, internal analytics warehousing, or long-term archival.

    Contents

    • All projects, takeoff lines, recognizer outputs, evidence trails
    • All audit log entries (immutable record set)
    • All vendor + RFQ data
    • Symbol library snapshot
    • Project metadata + sheet metadata + drawings as references (file URIs)

    Retention

    Generated on request. Available 30 days from generation.

    How to request

    Self-serve via Admin → Export, or email data-export@

  • CSV (flat, per-project)

    MB-scale per project

    Excel-friendly export for human review or one-off analytics. Most-common request from customers preparing internal-team retros.

    Contents

    • Takeoff lines (CSI, qty, unit, unit_cost, ext_cost, evidence_chain_hash)
    • Project assumptions + exclusions + clarifications
    • Vendor selections
    • Audit log (subset, denormalized)

    Retention

    Self-serve from any project; no expiration.

    How to request

    Self-serve from project → Export → CSV

  • Audit Trail (PDF + sheet excerpts)

    10-100 MB per project

    Federal audit response, SOX-style compliance review, owner-side bid review. PDF is human-readable + signable; supplements the JSON archive.

    Contents

    • All audit log entries for the project, signed + timestamped
    • Sheet excerpts referenced by takeoff lines
    • Evidence-chain visualizations (per quantity → sheet → region)
    • Hash-chain validation report

    Retention

    Generated on request. Available 90 days from generation.

    How to request

    Email data-export@ or self-serve in Admin

  • Open API (bulk endpoints)

    Pagination at customer's preferred rate

    Customer-built integration to internal data warehouse, BI tooling, or third-party analytics. Documented at /api with OpenAPI 3.1 spec.

    Contents

    • All customer-facing endpoints accept bulk pagination
    • Webhook subscriptions for real-time mirror to external warehouse
    • ETag + If-Match for delta sync

    Retention

    API access continues for the contract duration. 12-month read-only grace period after termination.

    How to request

    Self-serve API key issuance on Pro+

Termination + retention

What happens after a contract ends

30-day full-access grace period

After termination, the customer's tenant remains fully accessible for 30 days. Customers can run any export, finalize any pending work, and migrate data to a new tool.

12-month read-only API window

After the 30-day grace period, the API stays accessible read-only for 12 months. Customers can pull data programmatically into their own systems on their own timeline.

Final archive on request

Before the 12-month window closes, we ship a complete JSON archive + PDF audit trail to a customer-designated S3 bucket or SFTP destination. Customer keeps the data; we delete our copy.

Custom export needed?

If your warehouse needs a specific schema, ask.

If you need data in a custom schema (Snowflake-friendly star schema, Databricks Delta, Parquet partitioned by project), the customer-success team will scope the export. Available on Enterprise plans; ~$5k–$15k for the custom-export build.

Data Export — OmniTakeoff