| Data categories | Commonly available export/transfer method | A note on metadata and content |
|---|---|---|
| Directory: Clients, Contacts, Leads | XLSX export from list; API | The export includes the columns displayed in the report; if you select "All columns", it also includes a wide set of registered fields. You can also include your own fields in the export, if they are set up that way. |
| Business: Business Cases, Quotes, Orders, Projects, Products, Price Lists | XLSX export from list; API; for selected reports also PDF/XLSX system exports | The list export includes the columns displayed in the report; if you select "All columns", it also includes a wide set of registered fields. Custom fields can also be included in the export, if they are set up that way. |
| Invoicing agenda: Regular invoices, Advance invoices, Correction documents | XLSX export from list; PDF/XLSX for selected outputs | Designed primarily for backing up and transferring spreadsheet data; formal print reports can be generated as PDF. |
| Activities: Tasks, Meetings, Events, Emails, Phone Calls, Letters | XLSX export from list; API | The export contains all or user-selected registered attributes of the given activity type and other displayed columns. |
| Complex database instance data | SQL backup on demand via support | Particularly suitable for full backup or technical migration. The exact scope, structure and method of transfer are specified in the specific request. |
| Format/method | Use | Limits and notes | Link / availability |
|---|---|---|---|
| XLSX | Self-service export from sheets and import using templates | Suitable for regular backup and data transfer. The export range depends on the sheet type and selected columns, by default it is limited to 10,000 rows. Import is limited to 10,000 rows. | the Raynet CRM user interface |
| REST API (JSON over HTTPS) | Integration, bulk migration, export and data updates | Intended for technical processing. Raynet limits the number of API calls per day; access requires an API key and supports TLS 1.2+. | Public API documentation: https://app.raynet.cz/api/doc/ |
| SQL backup | Full technical backup or preparation of a comprehensive migration | It is not issued self-service. The transfer takes place after agreement with customer support; the method of transfer and the scope are determined individually, according to Terms of Provision. Chapter: 6 - Advances | On request via support |
| PDF / system exports | Press releases and formal outputs | It is not a primary machine-transmissible format for migration, but a useful companion output for documents and reports. | Available on select reports in the app |
| Step | What will the customer do? | What Raynet CRM will provide |
|---|---|---|
| 1. Notice of intent | The customer notifies the request for export, migration or backup via support at podpora@raynet.cz. The customer terminates the service directly in the admin user interface. Raynet CRM. | Raynet will confirm receipt of the request, verify the applicant's authorization, and recommend a suitable export method based on the scope and type of data. |
| 2. Choosing the format and scope | The customer specifies whether they need table exports, API access, SQL backup, or a combination of multiple methods. | Raynet will specify the technical conditions, possibly point out the limits of the chosen method, and suggest a secure transmission. |
| 3. Start export / transfer of accesses | The customer performs a self-service export or provides the necessary technical support for API or SQL transfer. | Raynet will provide cooperation within the scope of standard support and, if necessary, specify the data structure or transfer parameters. |
| 4. Data transfer | The customer transfers data to a new service or to its own infrastructure, or entrusts a third party with the migration. | Raynet communicates with the customer regarding any technical issues and confirms the completion of the part provided by Raynet. |
| 5. Termination and deletion | If the customer requests termination of the service, they will confirm the termination date and any request to retain the deposit for a transitional period. | After the contract ends, the customer has 80 days to request a refund or restore the instance. After this period, the instance and its data are permanently deleted. |
| Region | Customer information |
|---|---|
| Infrastructure jurisdiction | The service uses infrastructure located in the EU. |
| Safety standards | Internal documents state ISO 27001, regular backups, and cloud operation without the need for local installation. |
| Technical transmission protection | The API connector communicates over HTTPS with a requirement for TLS 1.2 and higher. |
| Organizational and legal measures | Raynet assesses data accesses in relation to contractual, internal and legal frameworks. We recommend adding the name or role of the responsible contact for such requests in the public version of the document. |
| Type of action | Recommended public statement for Raynet CRM |
|---|---|
| Regular self-service export from the application | No separate switching fee. Customer uses standard service features included in the product. |
| Standard API access for export/migration | No separate switching fee; the customer uses the standard API within the scope of the relevant tariff and applicable terms of service. |
| SQL backup on demand | Providing SQL data backup is free of charge once every 6 calendar months. Providing each additional data backup will be charged according to The price list in effect at the time the data backup is requested. |
| Superior technical assistance during migration | Only if separately agreed. Billed according to the work report at the rate: 3,000 CZK/hour. |
| Data deletion after termination of service | No separate fee, unless it is an extraordinary, individually agreed action beyond the standard process. |
| From 12. 1. 2027 | No switching fees will be charged. |