Summary
It includes two downloadable parts: spreadsheets (.XSLX) and all uploaded files.
Costs $500 + GST and takes 2–4 weeks to prepare.
You choose a “Last Use Date” to define the cutoff for included data
Overview: What Is a Comprehensive Data Export?
A Comprehensive Data Export from Trail provides a complete extract of your business and client information. This is typically used when:
An adviser is leaving the business
You need a full data backup for compliance or auditing
You want to migrate data to another system or archive records
It includes everything stored in Trail up to your selected cutoff date.
How Much Does It Cost and How Long Does It Take?
💰 Cost: $500 + GST for each export request, whether for one adviser or the entire organisation.
⏱ Timeline: Export preparation usually takes 2–4 weeks after you confirm your desired cutoff date (“Last Use Date”).
📌 Tip: Choose the latest date you want included — anything added to Trail after that day won’t be in the export.
What’s Included in the Export?
Your export bundle comes in two parts:
PART 1 - All of the listed data sheets below in .XSLX format
PART 2 - All uploaded documents
🗂 PART 1 — Spreadsheets (.XSLX)
While we send data in this same format to all users, you may receive empty sheets if the information is not pertinent to you. For example, the Policy Exports may be blank if you are a mortgage only adviser.
Activity Export - This will contain all activities ever created for your user(s) data.
Asset Export - This will contain all client assets in your book.
BusinessProfile Export - This contains the business data tied to each entity/contact.
C2C Relationship Export - This sheet contains the relationships between Entities to other Entities
C2P Relationship Export - This sheet contains the relationships between Entities to other Profiles.
Employment Export - This will contain all of your clients' employment history in your book
Entity Export - This will be a list of all people, companies, and trusts in your book.
Expense Export - This list will contain all clients and their expenses in your book.
Files Export - This will contain a list of all document uploaded to Trail. Note that the actual files will be in PART 2 of your export
Fund Export - This sheet contains fund data related to the clients' investments
Income Export - This will contain a list of all clients' incomes in your book.
Investment Export - This will contain a list of all clients' investments in your book.
Liability Export - This will contain a list of all clients' liabilities in your book.
Loan Export - This will contain a list of all clients' loans your book.
Note Export - This contains all notes on each of your clients' profiles.
Opportunity Export - This sheet contains a list of all opportunities for each of the client profiles, including all statuses of opportunities (won / lost / archived / open).
PersonalProfile Export - This contains a list of personal data tied to each entity/contact..
Policy Export - This will contain all insurance policy data in your book.
PolicyCoverItem Export - This is the list of insurance policy cover items related to each policy.
Profile Export - This will be a list of all profiles in your book.
Property Export - This will contain a list of all your clients' properties in your book.
Rent Export - This will contain a list of all rent finances in your book.
📁 PART 2 — Uploaded Documents
All documents that have been uploaded into Trail (e.g., scanned files, attachments).
When Should I Use a Comprehensive Export?
You might request one when:
A staff member is leaving and you need to retain their historical work
You are doing an internal audit or compliance review
You’re planning to transition to another CRM or reporting system
You want a complete backup of your business data
Before or after removing users, a data export can help ensure nothing is lost. (For details on removing users, see the Add/Edit User section in our teams & permissions article.)
💡 Tip: If you need a copy of your business data before removing a user, you can use the Comprehensive Data Export feature.
How to Request an Export
To get your export started:
Contact Trail Support with your export request.
Provide your desired Last Use Date.
Pay the export fee.
Wait 2–4 weeks for processing and delivery of the files.