Export Data

Learn how to export essential client data from Trustform in a downloadable file.

Overview

Trustform supports two types of data export:

• Portfolio export (Excel / XLSX) — exports essential information about all profiles in the system

• Profile export (PDF or ZIP archive) — exports all data entered in a specific profile

Use portfolio export when you need a general overview of all profiles. Use profile export when you need a full record for one specific profile.

Make sure that any exported data is stored securely and processed in accordance with your internal data protection policies.

Portfolio export (Excel / XLSX)

This export is generated from the Data Export section and contains essential information about all profiles in the system. To export portfolio data:

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

Profile export (PDF / ZIP archive)

This export is available from a profile and contains the full set of data entered in that profile.

Available formats

When exporting a profile, you can choose one of the following formats:

• PDF — downloads a document containing all data entered in the selected profile

• ZIP archive — downloads the same PDF document together with all files uploaded to the selected profile

To export a profile:

1. Open the required profile

2. Click Export Profile

3. In the opened window, choose the export format:

   • PDF

   • ZIP archive

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.