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Data Act Switching and Exit Policy

France version. Outside France, read the Global versionEffective 1 October 2026Version 1.0Archived versions
In this document

Why this policy exists

Your accounting records, your customer and supplier lists and your employee records are yours. They should never be the reason you stay with us. This policy explains how you take them with you, to another provider or to your own systems, and what we do with them once you have gone.

It sets out how we meet the rules the EU Data Act (Regulation (EU) 2023/2854, articles 23 to 31) sets for switching between data processing services, which apply to SorviAI as a cloud service offered in France, whatever our size, since 12 September 2025. The binding terms are in the exit clause of our Terms of Service; this page explains how they work in practice, and if the two ever differ, the Terms prevail.

Who this policy applies to

It applies to every business customer whose workspace is set up for France. Where the Data Act or French law gives you more than this policy does, the law applies.

How to start

Email [email protected] from an address on the account, saying whether you want a copy of your data, a move to another provider, or both, and whether you want your data deleted afterwards. We acknowledge your request within 2 working days and agree the steps with you. Today our team prepares the export by hand, because the product has no single export of a whole workspace.

The transitional period

We complete a switch or a copy within 30 days of your request. If you ask before your subscription ends, the service continues on your plan until the transitional period is over, even if the subscription would otherwise have ended first, so you can keep working and keep exporting.

If a switch is technically impossible within 30 days, we tell you within 14 working days of your request, explain why, and propose a longer period of no more than seven months.

What you can take

All of your data: what you entered or imported, the records and metadata created by your use of the service, and the files you uploaded. You receive it in the formats the product’s export functions produce (CSV, Excel and PDF, and files in their original format), and, for modules without an export function, in CSV extracted by our team. We exclude none of your data. Our own operational records, such as security logs, are not your data. The annex lists what each module exports today.

The retrieval period

When your subscription ends, every application locks at once and only the sign-in and billing screens respond, unless a switch you asked for is still under way. For at least 30 days after the end, our team exports your data for you on request, free of charge. We do not delete your workspace automatically, so you can also subscribe again and pick up where you left off.

Erasure

When you ask us in writing, once any switch is complete, we delete your data from our live systems within 30 days and confirm the deletion to you in writing. Backup copies are overwritten within 7 days after that. Deletion is permanent and cannot be reversed. We keep data only where the law requires us to, and protect it while we do.

Charges

None. Switching, exporting, extracting data from modules without an export function, transferring it and deleting it are all free. Your subscription fees stop as the Refund Policy describes.

Suspension never blocks your export

A suspended workspace cannot be signed in to, which also blocks the product’s exports. Suspension never removes your right to your data: email [email protected] and our team exports it for you, as the Abuse Policy explains.

Where our infrastructure is

The application, the database and uploaded files are hosted by DigitalOcean in its London region, in the United Kingdom, behind Cloudflare’s network. Our sub-processors and their locations are listed on our Compliance page, and the protection against unlawful access by public authorities is described on our Security page.

Your own retention duties

French law requires your business to keep its accounting records and supporting documents for ten years (French Commercial Code, art. L123-22), and that duty continues after you leave SorviAI. SorviAI is not your only accounting record: it has no FEC (fichier des écritures comptables) export, produces no structured e-invoices and is not an approved e-invoicing platform (plateforme agréée), and SorviAI POS is not certified cash-register software under French tax law (General Tax Code, art. 286, I-3° bis, for example NF525). Keep your FEC, your invoices and your till records in your certified tools. Our backups are kept for seven days to recover the service; they are not an archive. Ask for your export, and keep your own copy, before you ask us to delete your data.

Changes to this policy

We will not reduce the rights in this policy without giving workspace owners at least 30 days’ notice by email, and you may leave, on these terms, before a change takes effect. This is the first published version. Every later version will be published here with its date, and earlier versions will be kept at this address.

How to contact us

Switching and export
Telephone
+44 20 7509 3731
Entity
SORVI AI LTD
Post
Unit 5a Victoria Road, Stoke-On-Trent, England, ST4 2HS, United Kingdom

You can write to us in English and French. If you think we have not met the Data Act, you can also complain to the authority France designates to enforce it (Data Act, article 38).

Annex: your data, module by module

What each module exports in the product today. Exports run per screen or per report; list exports stop at 20,000 rows, and our team fills every gap on request.

ModuleYour dataHow you get it today
Finance and InventoryContacts, items, quotes, orders, invoices, bills, payments, expenses and other recordsList exports as CSV or Excel, up to 20,000 rows each; single documents as PDF; reports as CSV, Excel or PDF
WorklinkEmployees, attendance, leave, shifts, timesheets and visitorsAttendance records as CSV, Excel or PDF; employee and visitor lists as CSV; Worklink reports as CSV
RepairsRepair tickets and their historyTicket lists as CSV or Excel
NestYour files and foldersEach file downloads in its original format, one file at a time
TeamEmailSynced messages, attachments and internal notesNo export function: our team extracts the data in CSV, with attachments as files
StorefrontCatalogue settings, pages and enquiriesNo export function: our team extracts the data in CSV
POSSales, registers and sessionsNo export function: our team extracts the data in CSV
EscalateHelp desk tickets, contacts and messagesNo export function: our team extracts the data in CSV
French tax filesFEC (fichier des écritures comptables), structured e-invoices and certified till recordsNone: SorviAI has no FEC export, produces no Factur-X, UBL or CII invoices and is not certified till software. Keep these in your certified tools