Customer data export
This process provides all the information stored in FA in a single zip file, containing:
Contact information, including documents under the contact
Portfolio information, including documents under the portfolios
Transaction/trade order information including documents
List of tasks (ongoing and completed) connected to the customer and their documents. The tasks to be included are user-selectable in the process.
Each selected task is added as a row to the Tasks.csv, and on top of that any attachments to the task are included in the package
Contact, portfolio, transaction/trade order information and tasks are written into separate csv-files.
Note, that when opening the .csv -files in Excel, Scandinavian letters (åäö) or other special characters may show up incorrectly. This is something that is determined by Excel's own settings; we use UTF-8 (standard encoding format) when writing the files.
Instructions
Select the export functionality.
Go to the overview, right-click the customer name in UI.
Select Compliance → Export customer data
If customer have any tasks, select the ones that you would like to include. Click Done.
Upload the zip-file.
You can upload the zip from download icon (next to the zip name).
