Exporting client data
What data can you export
Client Fact Find Data such as basic details, income, assets, category, client created date etc
Workflows/Tasks Data
Agreements/Review data
Each section has an export button (see picture) that will produce a CSV of raw data for further manipulation.
To export all clients, leave the tickbox next to the clients as is and simply select Export
You'll be able to select specific fields/table or select every option in the Standard and Table Data tabs to export all data
Exporting File Note Data
A request will need to be made to Support for an extract of file note data. Please note a fee of $250 plus GST applies for File Note extracts. A zip file with CSV and all attachments will be provided.