Export the records you need before you leave.
Your data is yours. The documented CSV Export Manager lets authorised administrators export customers, contacts, leads, expenses and payments to streamed CSV files for selected date periods.
Before you move data in, confirm the export route for anything outside that list: project history, invoice documents, files, email and custom records. Check the result with a small sample and store exported personal data only where your team is authorised to keep it.
Read the import and export guidance and the migration checklist.
Your trial does not start a paid subscription.
The 14-day trial requires no card or billing details. When it ends, you decide whether to subscribe. No payment is taken simply because the trial ends. Contact the team before expiry if you need to confirm workspace access or export arrangements.
Confirm the end date before your next billing period.
To request cancellation, contact the Pixie team before your next billing period. Include your account or company reference, without passwords or customer data.
Ask for written confirmation of the effective end date, whether renewal has stopped, when export access ends and any refund terms that apply. Confirm these details in your subscription agreement before paying. This guide does not add a cancellation or money-back guarantee to an existing agreement.
The standard subscription is billed every six months or annually. The monthly figure is a comparison rate; it is not a month-to-month payment option. See both billing-period totals.
Questions before you switch
What can I export as CSV?
The documented CSV Export Manager covers customers, contacts, leads, expenses and payments for authorised administrators, with selected date periods. Confirm any other record types, attachments and history separately.
Does my trial become a paid subscription automatically?
No. The 14-day trial requires no payment card, and you choose whether to subscribe. No paid subscription starts simply because the trial ends.
How do I request cancellation?
Contact the Pixie team before your next billing period. Ask for written confirmation of the effective end date, renewal status, export access and any refund terms that apply to your agreement. The public website does not replace your agreed subscription terms.