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Data ownership, hosting, and export

Data ownership, hosting, and export

Who owns a client's data, where it's hosted, exactly how it comes out of Vertiqa today, and why there's no direct database or BI connection.

Reviewed AdminVertiqa 1.61+

The data questions come up in every serious evaluation. Here are specific, shipped-truth answers.

Who owns the data

The client owns their data. Vertiqa is the custodian, not the owner.

Where it's hosted

Vertiqa runs on Microsoft Azure, with managed Postgres (Supabase) as the database, in a US region. That's the one-sentence answer — say it as a fact, not an apology.

How data comes out

Be precise here, because it's easy to over-promise. What exists today:

  • Per-list CSV export. List pages — accounts, contacts, leads, opportunities, locations, and others — have an Export CSV action that downloads the on-screen columns for that list. This is the everyday way to pull a slice of data out.
  • Admin compliance / data-export request. For a subject-access or full-record export, an admin can raise a data-export request that's handled as a governed workflow.

What does not exist yet: a single one-click "export my entire workspace, all record types, in one file." Don't describe export as more automated than that — per-list CSV plus the admin request is the real surface.

Direct database and BI access

There is no direct database access, and no BI connector (Power BI, Tableau, or similar). Everything goes through the API — that's a hard architectural boundary, not a missing feature, and it's the same boundary that makes tenant isolation hold.

If a client wants reporting, the real answers are in-product dashboards and per-list CSV export. Don't promise a BI connector or a reporting API that isn't built. If direct-database reporting is a client's genuine dealbreaker, that's useful fit information to surface early rather than something to engineer around.

Backups, disaster recovery, and churn

  • Backups and disaster recovery ride on the managed platform's backup facilities.
  • If a client churns, they export their data on the way out, and then it's deleted. Keep the answer simple and honest.
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