Personal data requests
Answer a customer who asks for a copy of their data or asks you to erase it, and know what Komplian keeps and removes.
- Where
- Contacts β People β a person β Options
- Plan
- All plans
- Who
- Owners and admins.
Your customers ask you, the business, for their data. You answer from their record in Contacts: export a copy of everything you hold about them, or erase it. Each request covers one person.
Export a person's data
Open the person
In Contacts β People, open the record and press Options.
Choose the export
Press Export personal data.
Say who asked and how
In Who asked, and how?, write at least 10 characters, for example "Email from the person on 24 October". It is saved in the activity log with your name.
Download and review
Press Download. Read the file before you send it: internal notes, or other people mentioned in a conversation, may need to come out first.
The file holds the contact, conversations, appointments, form answers, orders, notes and history.
Erase a person's data
Erasing cannot be undone.
Open the person
In Contacts β People, open the record and press Options.
Choose the erase
Press Erase personal data.
Say who asked and how
Fill in Who asked, and how? with at least 10 characters.
Confirm
Tick I understand this cannot be undone and press Erase permanently.
| What happens | To what |
|---|---|
| Deleted | The record, conversations, messages, notes, tasks, history, files, form answers and automation runs. |
| Kept without the person | Appointments, quotes and orders. They stay as business records, with no link to the person. |
Tools you connected, such as your store, your calendar or your mailbox, keep their own copy. Handle the request there too.
Requests that arrive from Shopify
With a Shopify store connected:
| Request | What Komplian does |
|---|---|
| A copy of the data | Owners and admins get a notification and an email with the deadline (one month) and a link to the person's export. |
| Erase the data | Komplian erases it on its own, as above. |
What Komplian removes on its own
| Data | Removed |
|---|---|
| A visitor's IP address on a conversation | 30 days after they last wrote |
| Anonymous visitors | After 13 months without activity |
See also
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