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Alexander Haque Co-Founder at Clerk Chat
Alexander Haque

Co-Founder at Clerk Chat

Mastering SMS Compliance: Your Guide to Messaging Compliance

Mastering SMS Compliance: Your Guide to Messaging Compliance

As a business owner, you have enough on your plate without the added stress of keeping track of every single SMS conversation. Whether it’s for a compliance audit or simply for record-keeping purposes, there are many reasons why businesses need to save conversations. Poor organization can lead to chaos and even potential errors that could land you in hot water with compliance. No thanks!

But what if we told you that there’s a way to handle your SMS communication effortlessly? Clerk Chat is a powerful, two-way multiplayer communication platform that allows companies to export SMS conversations - with just a few clicks! No more running around trying to keep up with every single text message. No more worrying about missing important details. Clerk Chat provides you with the tools you need to keep complete and detailed records of all your SMS communication. If you’re looking for a way to streamline compliance and make sure you’re staying on top of your communication, Clerk Chat is the answer.

Understanding Compliance Requirements

Poor record-keeping can lead to errors and worry when it comes to compliance audits. Therefore, maintaining accurate records is crucial for running a thriving business, and it’s important to keep what accountants refer to as “source” documents. These include receipts, bank statements, and purchase invoices. In 2023, many businesses are also prioritizing saving all text message conversations. It’s important to note that businesses are typically mandated to keep thorough and sufficient records for a minimum of five years.

In the past, many small business operators chose to keep records manually. If you don’t have many different expense and income items, manual systems are easy to use. This still works for some business owners, but nowadays the pencil and paper method isn’t sufficient if much of your communication is digital - which it likely is.

Managing your business’s records digitally has the added benefit of automation, making the process faster and more precise. Instead of relying on handwriting, you can use user-friendly software or programs to simplify the task. One of the key tools for record-keeping is the ability to export data in a CSV file format, which provides an automatic and instantaneous way to keep track of your SMS communication.

What is a CSV file?

A CSV file, short for Comma Separated Values file, is a plain text file format used for storing and organizing data. It is a simple and widely supported file format that uses commas to separate values within each row. The first row of a CSV file typically contains headers, which are the names or labels for each column.

If you’re unfamiliar here are some key characteristics of CSV files:

  • Visually, it’s a table with rows and columns. Each row represents a record, and each column represents a specific piece of information.
  • Data within a CSV file is separated by a delimiter (fancy word for “special character”), usually a comma. It can also be semicolons or tabs.
  • Stored as plain text, so you can open and edit.
  • Can be easily imported and exported

6 Benefits of CSV File Export for SMS Communication

In a world where compliance audits and requirements are becoming increasingly important, failing to comply can result in serious consequences. To be prepared and proactive, it’s important to have a system in place that allows for easy access to all communication. This not only protects sensitive information, but also helps maintain trust with customers and clients.

Let’s dive in and discover the advantages of turning SMS communication into a CSV file export:

  • Legal and Regulatory Requirements: Many industries, such as finance, healthcare, and legal services, have pretty specific compliance requirements regarding data privacy, security, and record-keeping. Creating a CSV file is one way to meet these obligations and provide necessary documentation when required.
  • Complete and Detailed Records: Exporting SMS communication is a simple way to make sure that all communication is saved for future reference. This is essential for businesses that need to keep track of customer interactions.
  • Dispute Resolution and Conflict Management: When conflicts arise, having access to past communication can be invaluable, because it provides a reliable and objective reference point, helping to protect your interests.
  • Knowledge Management and Collaboration: Valuable insights, decisions, and instructions from conversations become easily accessible for future reference. This can often benefit new team members and fosters a culture of transparency, accountability, and continuous improvement.
  • Auditing and Accountability: Storing and accessing communication helps you track progress, assess quality, stay accountable, and identify areas for improvement. By analyzing records, you can make sure everyone is following the rules and policies, train your employees on best practices, and create an environment where everyone is accountable and follows guidelines responsibly.
  • Security and Data Protection: By keeping all your communication in one place, you can protect sensitive information and prevent data breaches. And by the way, implementing security measures like encryption and access controls, lowers the risk of unauthorized access to private conversations.

Compliance audits are a challenge that organizations face, and it’s important to be prepared and demonstrate you’re meeting requirements. - without having to disrupt your day-to-day operations. This requires careful planning and execution to ensure that organizations can meet compliance standards while still running smoothly.

Clerk’s Conversation Export Feature

Clerk Chat is a powerful business messaging platform that seamlessly integrates with Slack and Microsoft Teams. You can also use Clerk as a standalone WebApp. With Clerk, you can easily connect your existing number or choose a new one, enabling text messaging directly inside Slack or Teams. This integration revolutionizes your communication experience by consolidating all your conversations into one platform, saving you the hassle of managing multiple windows.

Thanks to Clerk’s user-friendly interface and intuitive setup process, your company can start sending customer SMS within minutes. This means you can promptly deliver targeted messages that provide real value to your customers, boosting engagement and satisfaction. By leveraging Clerk’s features, businesses can optimize their SMS marketing efforts, improve internal collaboration, and deliver exceptional customer experiences.

Exporting SMS conversations can be incredibly convenient for individuals or businesses looking to maintain data security and privacy. With compliance audits becoming more prevalent, it’s important to have a process in place that ensures the protection of sensitive information. By exporting SMS conversations into a csv file, users can easily store and manage important conversations for safekeeping. This process is simple, making it a great option for those seeking a hassle-free way to save business text messages - and then repurpose the data using any of the business analytics tools that you may have and already be using in-house.

Luckily, Clerk offers a feature that allows you to export the conversational history of all of your phone numbers.

Step-by-Step Guide on Exporting SMS Communication

Clerk makes exporting a conversation log super simple.

  1. Find the navigation bar and click Team Settings.

  2. Select Export Logs.

  3. Choose the inboxes (phone lines). You also have an option to “export all.”

  4. Clerk will automatically create a CSV file for you to download.

  5. Save the file for later use to reference details like messages, names, dates, and so on.

Export SMS & WhatsApp to Global Relay, Microsoft Purview, & Others

SMS & WhatsApp Compliance - Integrations
SMS & WhatsApp Compliance - Integrations

Clerk also includes native integrations with Global Relay, Microsoft Purview, direct exposure to Azure Storage, and AWS S3. To automatically export SMS and WhatsApp messages to Global Relay and Microsoft Purview from Clerk, you would need to follow these general steps:

  1. Obtain access to Global Relay and Microsoft Purview: Ensure that you have the necessary permissions and credentials to connect to and utilize these platforms.

  2. Connect to Clerk SMS and WhatsApp data sources: Set up connections to the data sources containing your SMS and WhatsApp messages.

  3. Configure data extraction and transformation: Define the rules and settings for extracting and transforming the SMS and WhatsApp data. This includes specifying the desired data fields, formatting requirements, and any necessary data transformations.

  4. Map the data to Global Relay and Microsoft Purview: Map the extracted SMS and WhatsApp data to the corresponding fields or schema within Global Relay and Microsoft Purview. This step ensures that the exported data aligns with the structure and format of the target platforms.

  5. Enable a Clerk automated workflow or schedule to periodically export the SMS and WhatsApp data to Global Relay and Microsoft Purview.

  6. Monitor and validate the exported data: Continuously monitor the exported data to ensure its accuracy and completeness. Implement validation mechanisms to identify any potential errors or missing data during the export process.

  7. Remember to review the specific documentation and support resources provided by Global Relay and Microsoft Purview for detailed instructions on their respective integration capabilities and APIs.

Simplifying SMS Communication Management with Clerk Chat


Managing SMS communication and maintaining records doesn’t have to be a hassle. With Clerk Chat’s convenient export feature, businesses can quickly save and manage their SMS conversations - instantly. By exporting these conversations into CSV files, your business can streamline compliance.

Clerk Chat simplifies the process with its user-friendly interface. The ability to export SMS conversations as CSV files offers numerous advantages. By following our simple step-by-step guide, businesses can easily export their conversation logs and store them for future reference. CSV files, being a widely supported file format, allow for easy access and compatibility with various data analysis tools. With Clerk Chat and CSV file exports, businesses can effortlessly manage and safeguard their SMS communication, ensuring smooth operations and compliance with ease.

Don’t miss out on our YouTube channel, where you’ll find tutorials on Clerk’s easy-to-use features, including the Export Log tool – subscribe today!

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