Customer data export
You can export all information stored in FA Platform for a given customer in a ZIP file. The package can be used for data retention management and GDPR compliance. It contains CSV files with:
Contact information, including documents to the contact
Portfolio information, including documents to the portfolios
Transaction and trade order information including documents.
Tasks (ongoing and completed) connected to the customer and their documents. You can select which tasks to include.
Each selected task is added as a row to the Tasks.csv, and any attachments linked to the task are included in the package.
Note: When opening CSV files in Excel, Scandinavian letters (å, ä, ö) or other special characters may display incorrectly. This is due to Excel's encoding settings. FA Platform writes all files in UTF-8 (the standard encoding format) .
Export customer data
Right-click the customer name in the Overview. Select Compliance → → Export customer data.
If there are any tasks related to the customer, select the ones that you want to include.
Click Done.
Download the ZIP file by clicking the download icon (next to the zip name).