Purpose: Archiving records helps users keep their data clean and organized by permanently deleting the records and stopping any active automations associated with them. The guide provides step-by-step instructions for archiving both single and multiple entity records, helping you maintain an efficient and streamlined database

TABLE OF CONTENTS

• Manually Archive an Entity Record 
• Archive a Group of Entity Records

Manually Archive an Entity Record 

1. Navigate to Data tab from the top menu bar

2. Click Custom Objects

3. Click the Custom Object to archive entities for

4. Click on the Entity Name

5. Click Archive

Archiving an entity record will delete it from your Kizen account and all associated information, so that it can no longer be accessed

Note: When an entity record is archived, all Active automations running on the record will Stop

1. Navigate to Data tab from the top menu bar

2. Click Custom Objects

3. Click the Custom Object to archive entities for

4. Select the entity records you would like to archive

5. Select the V next to Perform Action button

6. Select Archive Records 

7. Review the information in the pop-up to confirm it is correct

8. Click Next

Hint: Use an Entity Record Group and find records to archive based on specific information