Exportation interfaces in Fairways Debt enable administrators to configure a CSV file, which exports specific data from Fairways Debt.
Contact your Finance Active consultant to:
Navigate to the Debt & Derivatives Application
- Log in to your Fairways Debt account, e.g. https://login.financeactive.com/login.
- Select a customer account.
- Click Debt & Derivatives in the application menu.
Export Custom Transactions
- Navigate to Portfolio > Export.
- Click the relevant exportation interface.
In our example, we click Custom Exportation.
- Complete the form with all relevant details.
- Fields marked with an asterisk * are mandatory.
- Different fields display depending on the interface type.
- Click Export.
The exportation file is generated.