CSV exports

CSV exports

Target audience: This feature is for clients accessing exports of users and enquiries in the Gensen salary sacrifice system.

The CSV exports is a feature for clients to retrieve a list of users and enquiries on a daily basis. Below are guidance on how the exports have been implemented and how you can integrate them into your system.

  • The CSV export files are generated nightly
    • Upon request, we can increase your system’s export frequency depending on usage and requirements
  • We recommend you trigger your export process on or after 8am to ensure the export has been generated
  • The exports will be located in the following directories:
    • exports/users for user exports
    • exports/enquiries for enquiry exports
  • The filename will include the previous day’s date (e.g. 2023-02-03-06-31-12.csv)

Please check out the Data specification to see how the user data and enquiry data is structured.

What you need to get started

Before you can start using CSV exports you need to have access to the FTP server that has been set up for you. Please see how to connect to the server on the Connecting to FTP page.

Opportunities webhookData specification