Learn how to export essential client data from Trustform in a downloadable file.
Overview
TrustForm allows you to export key client data in a downloadable file for analysis or record-keeping purposes. The exported information is limited to essential details, ensuring data security and compliance with your internal protection policies.
Make sure that any exported data is stored securely and processed in accordance with your internal data protection policies.
Export Data
To export data, follow these steps:
1
Open the Data Export section
Click your user icon in the top-right corner of the page and select Data Export from the menu.
2
Generate the export file
Click Generate File to start the export process. A new task with the current date and the status Processing appears in the All Exports table.
3
Download the export file
Trustform automatically processes the data. Once ready, the status changes to File Ready, and the Download button becomes available.
Make sure the exported file is stored safely on your device and processed in accordance with your internal data policies.
Export history
You can view your previous exports in Trustform.
Go to the Data Export page and open the All Exports table to view and download all files that have been generated in the past.
Current Limitations
The exported data is limited to the most essential client information. Custom configuration of exported data fields is not currently available.
The exported file does not include:
Entities connected to the main account (for example, directors or shareholders)
Account opening documentation or other attachments
Ownership structure charts
Frequently Asked Questions (FAQs)
The task status in the All Exports table has been Processing for a long time and does not change to File Ready. The Download button is unavailable.
Data processing may take several minutes depending on the volume of information. Try checking back after a short while or refresh the page (F5).
Can I extend the scope of exported data and add extra fields?
Export customisation is not currently available in the Trustform interface. However, you can contact the Trustform team to request additional data fields – we will review your request and aim to support it where possible.
