Pfad: "Data management"
Via the menu item Data Management in the blue sidebar on the left, you can export data concerning investments, as well as Marketing Tools and other insightful date. The exports are provided as Excel files and in some cases also as CSV files and will be available in your download folder. For individual exports, it is already possible to filter the exports according to certain keywords using the advanced search function. Please note that the entries displayed in the list on the exports page, always represent the exact content of the export.
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Investments: You can download an export which includes all investments made on the platform. The export is available both as a CSV and as an Excel file. In addition, you can apply various filters to restrict the investment export
- Names
- Project
- Emission
- Investment status
The advanced search function is available for this export.
- Investors: With this data, you can export all users who have registered on your platform. The export is available both as a CSV and as an Excel file. You can also filter the export. The following filtered data records are available:
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- Names
- Email addresses
- Email address confirmed or not confirmed
- Users who have invested or not yet invested
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The advanced search function is available for this export.
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Payouts: Without applying a filter, you can download all payouts as a CSV or Excel file. You can restrict exports using the following filters
- Specific payouts
- Project
- Payout period by date
- Payout status
The advanced search function is available for this export.
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Auszahlungen (secupay): You can download all payouts that are issued via secupay or filter them by specific payouts or dates.
- Affiliate Management: You can export the data of all affiliates or restrict the export to the data of a single affiliate.
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Referrals: The complete data set including all referrals is always exported for this data.
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Bonuscodes: You can export this data for all projects or for a single project.
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Adequacy checks: Here you can download records of the adequacy checks that your inverstors have completed. You can select all adequacy check templates or only a specific one. You can also filter whether you want to export all adequacy checks or only the most recent check. If you decide to export all checks, you can filter again by individual projects.
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Mailchimp:The Mailchimp export always contains all data records and has no filter restriction.
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Newsletter: In addition to the user data (name, e-mail address, demographic data, etc.), this export contains information on whether and since when the newsletter has been subscribed to.
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KiStAM request: This is an export for the church tax liability of your investors. This export must always be downloaded per issuer. For more information on the KiStAM request, click here.
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Plattform logbook: This is the export of the logbook entries. This export is required, for example, when internal audits are pending. All activities including date are exported.