HelpLeads

Exporting and deleting leads

Getting your leads out as a spreadsheet, and honouring a request to be removed.

Export

Download CSV on your Leads page gives you every lead as a spreadsheet file: name, phone, email, company, note, the card tapped, the date, and both consent answers.

It opens in Excel, Numbers or Google Sheets, and it’s the file to hand your CRM if you’re importing by hand. Your data is yours — there’s no lock-in and no export fee.

Deleting one lead

Open the lead and press Delete. It’s gone from your inbox and from our database — this is a real delete, not an archive. If you sent the lead to a tool you connected, such as Google Sheets or HubSpot, delete it there too. TapX doesn’t remove anything from your tools.

If someone emails asking you to remove their details, this is what you do, and it’s worth doing the same day. Under the PDPA a person can withdraw consent at any time.

Deleting everything

In Settings, Delete my account deletes your profile, your leads, your list of blocked senders and your card links, and switches your cards off. Use Download my data first if you want a copy — once it’s deleted we can’t get it back.

What we keep after a delete

A deleted lead leaves no name, phone, email or note behind. The tap count for a card is kept, because it’s just a number with no person attached to it. Anything you already sent to a connected tool stays there until you remove it yourself.

Still stuck? Email hello@tapx.sg and a person will answer.

Get early access

How will you use TapX?

For meA card and profile for myself. Join the early-access list.Join the list →For my teamCards for 3 or more people, a dashboard and CRM sync (coming soon). We’ll set it up with you.Book a demo →