Opero
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Data export and deletion

You download individual documents yourself. A full export of your company data and deletion are done on request through support: there is no separate button for this in Opero yet.

Updated

The Opero interface is switching to English right now, screen by screen. Some buttons and labels may still be in Russian: this guide uses their English names.

Contents

What you can download yourself

  • Proposals and contracts: in Proposals & Contracts, every set has the proposal as a PDF and the contract as PDF and Word.
  • Invoices to clients: in Money, open an invoice and open its PDF.
  • Opero invoices for your subscription: Plan & Billing, the invoices block, the printable version of each invoice.
  • Waybills: after posting, an XLSX file for 1C is available.

How to request a full export

  1. Write to support: in Opero through Help, or by email to info@yakdu-group.ru.
  2. Give your company name and, if you have one, its taxpayer number.
  3. List what you need: everything, or specific data such as clients and leads, conversations, documents, the action log.

The request must come from the company owner: the easiest way is to write from the owner’s Opero account.

How to delete data

Some data you can delete yourself: for example, a lead is deleted in its card or in the Leads list. You can fire an AI employee, but their log, emails and tasks are kept.

To delete the whole company, specific data or your account, write to support the same way as for an export and say exactly what to delete. Removing a person from the company isn’t available in the interface yet either: support does it.

The timing and procedure for these requests are described in the privacy policy.

Related articles

Security and dataHow your company data is protected, how sign-in and access work, what the AI sees and how Opero protects tokens and payment details.Plan & BillingFree trial, AI employee prices, add-on packs and seats, paying by card, SBP or invoice, renewal and what happens without payment.Team and seatsHow to invite people, what the access levels are, how many seats are free and how to add a seat.Common issues and what to doSign-in, invitations, an AI employee doing nothing, emails not sent, silent channels, Telegram, bank, payment and meetings.

Didn’t find an answer? Contact support

In Opero, open Help and describe your question. Or email us and we will reply there.

Open Operoinfo@yakdu-group.ru