Appearance
Data and privacy
Data & Privacy covers what Yapii keeps, for how long, and how to get it out again.
Owners and admins
Open Settings, then Data & Privacy, under Trust & safety. The first Settings screen shows it as Data, Privacy & Legal. Some of what's on the page is owner-only, and the page says so where that's the case.
The page has these parts, top to bottom: the limits Yapii sets, the limits you set, property monitoring, the import history, your data export and, last, your legal agreements. Deleting a workspace is under Danger Zone instead.
Limits Yapii sets
System Data Retention Policy lists the windows Yapii enforces for every workspace. These run automatically and can't be extended. They exist so that Yapii only keeps what it still needs, which is what data protection rules require.
You can read these windows and see when each last ran, but you can't lengthen them.
Limits you set
Data Retention is the part you control. For each kind of record you say how many days to keep it, and a nightly clean-up removes anything older.
| What | What gets removed |
|---|---|
| Trash (deleted contacts) | Contacts sitting in Trash are permanently deleted after this many days. |
| CRM sync job history | Records of finished and failed CRM syncs. |
| Form capture audit log | The log of form capture requests. |
| Alerts & activity history | Old alerts and activity feed entries. |
| Signal events | Signal events older than the age you set. |
Each row shows when the clean-up last ran and how much it removed. Change the numbers, then save.
A clean-up can't be undone
Shortening a window deletes anything already past the new limit on the next nightly run. If you might want those records, export first.
Property monitoring
Yapii can watch your contacts' properties for things worth a call, and turn each one into a signal:
| Signal | What it spots |
|---|---|
| Competitor listing | A contact's property appears to have been listed by someone else. |
| Permit filed | A building permit at a contact's property, which often means a renovation. |
| Tax delinquency | A recorded tax delinquency. |
| New lien | A new lien recorded against the property. |
| Ownership anniversary | The 1, 3, 5, 7 and 10 year marks since they bought. |
| Equity threshold | A contact's equity crossing a figure you set. |
Turn the ones you want on, and set the dollar figure for the equity signal.
Import history
Owners and admins see Import history (all members) on this page, once anyone in the workspace has imported contacts. It used to be on the Contacts page. Owners and admins can press Undo on an import there while it is under 24 hours old. See Importing contacts.
Getting your data out
Privacy & data export gives you a complete copy of everything the workspace holds: contacts, segments, campaigns and the audit log.
- Click to create a new export.
- Wait while Yapii prepares it.
- Download it.
The page shows when the last export was made and lets you download it again. Only the owner can start an export.
Each export records a checksum, so you can show that the copy you hold is the one Yapii produced.
When the export is ready, Yapii emails the owner a download link. It opens inside Yapii, so you need to be signed in as the owner, and it works for 24 hours. The copy leaves out secrets: API keys, saved sign-ins for connected tools, webhook secrets and invite links are not in it.
Legal
The last block on the page holds your legal agreements, including your Data Processing Agreement. It used to be its own Settings row, Legal.
Deleting a workspace or an account
Deleting a workspace is done under Danger Zone, in Settings under Rarely needed, not on the Data & Privacy page. It doesn't wipe the workspace straight away. The workspace is hidden immediately, and after 14 days every contact, deal, listing, campaign and audit record in it is permanently erased. During those 14 days the owner can restore it from Danger Zone, and it shows how long is left.
You'll be asked to type the workspace's name to confirm.
Deleting your own account is separate from deleting the workspace. See Your profile and security.
This one is final
Once the 14 days have passed, a deleted workspace can't be brought back. Take an export first.