Step-by-step data guides
Find, measure and preserve your company’s records before you shut down any accounts. Pick your software to see practical instructions, based on each vendor’s official documentation. Useful whether you decide to license anything or not.
Choose your software
Find, count and save your company's Slack messages before you close the workspace. What you can see and export depends on your Slack plan.
Open the Slack guide →Find, count and save your company's Teams chats, channel posts and shared files before you shut down Microsoft 365. Most of the work happens in Microsoft Purview.
Open the Microsoft Teams guide →Find, measure and save your company's Gmail, Drive, shared drives, Chat and Calendar history before you close any accounts. Every step here is done by your own admin inside your own Admin console.
Open the Google Workspace guide →Find every project in your Procore account, including old and inactive jobs. Then save your documents, drawings and reports to storage you own before your contract ends.
Open the Procore guide →Find out how many years of books you have in QuickBooks Online or QuickBooks Desktop. Then save a full copy you own before you cancel or retire the software.
Open the QuickBooks guide →Find, measure and save your company's customer records, deals, activity history and files in HubSpot before you cancel. HubSpot has no single export-everything button, so this guide walks through each piece.
Open the HubSpot guide →What every guide covers
- 01Where to locate historical records
- 02How to determine record count or storage volume
- 03How to determine the years of available history
- 04How an authorized administrator can preserve or export records
- 05Important retention and export limitations
Keep your records in your hands
These guides help an authorized administrator at your company find and save records. SetupLobster never asks for your files, passwords or system access.