Manage data retention limits

The ability to extend data retention past 90 days is available only to customers on selected Ortto plans.

The option to store a data source’s or an activity’s data beyond the default 90-day limit gives you the opportunity to access longer periods of information for things like filters and reports. However, storing the extra data can cause you to hit your account’s data retention limit.

This page provides some tips on understanding and managing data retention limits in Ortto.

You’ve reached your data retention limit

If you see a banner in your account alerting you that your data retention limit is reached, you’ll need to free up some space by modifying your data source and activity retention limits, or upgrading your Ortto plan to increase your limit. Otherwise, Ortto can’t continue to store your data at your selected retention limits, and data will only be stored for the default limit of 90 days.

NOTE: The banner alerting you to your data retention limit, and your storage usage, will remain in place for 7 days after you have made space in your account (e.g. by modifying data source and/or activity storage limits).

This is because Ortto holds the stored data for 7 days as a safeguard in case you accidentally disconnect or incorrectly modify a data source or activity. The 7-day holding period ensures that you can reconnect a data source or correct an activity’s data retention period to avoid losing data.

After the 7 days, the banner will disappear and any data previously stored beyond the new limits you have set will be deleted

Example data retention limit reached banner

The following are ways you can update your data retention and storage limit.

Upgrade your account

Customers can purchase an Activity storage add-on.

To do this:

  1. Navigate to Plan & billing, then click Update plan.
  2. On the Update plan page, scroll down to the Add-ons menu and select Activity storage. Type in the amount of additional storage you need.
  3. Click Next to proceed to payment.