Export account holder data

Export the account holder data available on your Dashboard as a .csv, either from the Dashboard or with the API.

Choose how to export

OperatorsFrom the DashboardManual .csv export from the Account holders page.DeveloperUsing the APIProgrammatic export with the exportAccountHolderData mutation; a download link is emailed to you.

Next steps

After you finalize your export, whether from your Dashboard or using the API, a link to download the export is sent to you by email. You must be logged in to download the .csv export file.

Download links are valid for seven days, after which you need to generate a new export.

Sharing the download link

If you forward someone the email with the download link, they can only use it if they also have access to the Dashboard. Otherwise, an error occurs.

Instead, consider downloading the document and sending it to them.

Review the account holders concept for the full model.