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Export and delete

Export contacts as CSV, delete them, restore ones deleted by mistake and handle KVKK requests correctly.

3 min read

You can export contact data for reporting or backup and delete records you no longer need. Because customer data is personal data, these actions are usually limited to authorised users and should be done with care.

Exporting contacts (CSV)

Squaremeters AI
Search⌘K
BA

Contacts

ImportAdd Contact
Smart ListsBulk ActionsTasks
AllHot leadsBuyers – KadıköyMarketing consent
5 selectedAdd TagAssignExport2Delete
NamePhoneAreaTagsCreated
ADAhmet Demir+90 5•• ••• 12 34Kadıköybuyerhot-leadOct 8
ZAZeynep Arslan+90 5•• ••• 48 20BeylikdüzütenantOct 6
MÖMert Özkan+90 5•• ••• 77 05AtaşehirsellerOct 3
JCJames Carter+44 7••• ••• 321Modabuyerinternational-buyerSep 29
AÇAyşe Çelik+90 5•• ••• 90 11BeylikdüzülandlordSep 24
1
Only users with export permission can export.
Export on the bulk action bar after selecting contacts.
  1. Select the contacts to export. Narrow the list with a smart list or filter first, then tick the header box to select all.
  2. Click Export on the bulk action bar. The file downloads when ready; large lists can take a moment.

The file includes the Property enquiry and Consent fields alongside the standard ones. If Turkish characters look garbled in Excel, open the file via Data → From Text/CSV as UTF-8.

Heads up

An exported file contains personal data. Don't send it to personal email, don't leave it in shared folders, and delete it when you're done. A departing agent exporting and taking the customer list is the most common data leak; give export permission only to those who need it. See Roles and permissions.

Deleting contacts

Squaremeters AI
Search⌘K
BA

Contacts

ImportAdd Contact
Smart ListsBulk ActionsTasks
2 selectedAdd TagExportDelete1
NamePhoneAreaTagsCreated
ADAhmet Demir+90 5•• ••• 12 34Kadıköybuyerhot-leadOct 8
ZAZeynep Arslan+90 5•• ••• 48 20BeylikdüzütenantOct 6
MÖMert Özkan+90 5•• ••• 77 05AtaşehirsellerOct 3
JCJames Carter+44 7••• ••• 321Modabuyerinternational-buyerSep 29
AÇAyşe Çelik+90 5•• ••• 90 11BeylikdüzülandlordSep 24

Delete Contacts

2 contacts will be deleted: James Carter, Ayşe Çelik.

Conversations, call recordings, notes and tasks are deleted with the contact. Deleted contacts can be brought back from Restore for a limited time.

CancelDelete2
Deleting selected contacts with Delete and the confirmation window.
  1. Select the contacts and click Delete on the bulk action bar. You can also delete a single contact from the menu on their detail page.
  2. Check the count in the confirmation window and confirm with Delete.

Conversations, call recordings, notes, tasks and opportunities are removed with the contact.

Restoring deleted contacts

Squaremeters AI
Search⌘K
BA

Contacts

1
Manage Smart Lists
Restore
Smart ListsBulk ActionsTasks

Restore

JC

James Carter

Deleted Oct 7 by Deniz Acar

Restore2
AÇ

Ayşe Çelik

Deleted Sep 30 by Burak Aydın

Restore

Deleted contacts stay here for a limited time, then are removed for good.

⋮ menu → Restore: list of deleted contacts.
  1. On Contacts, choose Restore from the ⋮ menu in the top right.
  2. Click Restore next to the contact you want back.

Deleted contacts stay on this list for a limited time and are then removed for good. You can also undo a bulk delete from the action's menu under Contacts → Bulk Actions. If you can't find a record on the list, write to your consultant or our support team; records past the retention period can't be recovered.

KVKK requests

When a customer makes a request about their personal data:

Squaremeters AI
RequestIn the panelWatch out
I want a copy of my dataSelect and ExportSend it securely
Delete my dataDeleteCheck retention duties
Don't call or message me againDND + do-not-callDon't delete; keep them off lists
No promotional messagesMarketing consent → NoService messages may continue

General guidance, not legal advice.

Common KVKK requests and how to handle them in the panel.
RequestWhat to do
I want a copy of my dataFind the contact, select only them, Export, and send it securely.
Delete my dataDelete the contact; it's permanently removed once the restore period ends. Consider separately any documents you must keep by law (e.g. signed agreements).
Don't call or message me againRather than deleting, turn on DND and add the do-not-call tag. If you delete the record, the person could be called again when a list is re-imported.
No promotional messagesTurn marketing consent off. They leave promotional lists; service messages about their appointment can continue.

If the assistant hears "don't call me" on a call, it adds the do-not-call tag itself and the contact is removed from outbound call campaigns. See İYS and KVKK.

Note

This is general guidance, not legal advice. Agree retention periods and your privacy notice with your office's legal adviser. More: Data privacy and KVKK. You can see who exported or deleted what, and when, under Audit logs.

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