Data export from the KYC Connect Dashboard
Report Page Layout
The Export / Report page is split into two panels:
- Left — Export Data: Shows a preview table with the first 5 records and the total count of records available for export, so you can verify what the export will contain before committing.
- Right — Export History: A scrollable list of all export jobs, newest first. For each job you can see its status, the number of records exported, when it ran, and buttons to download or delete it.
Exporting Data
Spreadsheet of candidates
Merchant-users with the manager role for a service can export candidate data directly from the dashboard.
Click the Export button to open the export configuration modal, then select the columns to include. Columns are grouped into categories:
| Category | Examples |
|---|---|
| Required | Status, Merchant Reference, Submit Count, Blockpass ID, Transition History, Archived, Blocked |
| Identity | Name, Date of Birth, Address, Email, Passport fields, etc. |
| Custom Fields | Any custom fields configured for your service (e.g. Risk Level) |
| Certificates | Verification results from identity services (issue date, result, status) |
Click Export to start the job. Data is exported as a CSV file with one row per KYC record.
Export Jobs
Exports run as background jobs — you do not need to stay on the page while the job runs.
- A progress indicator shows the percentage complete for any running job
- The page refreshes automatically every few seconds while a job is active
- Once complete, a Download button appears in the Export History panel
- Jobs that have been running for more than 5 minutes can be cancelled
Single candidate
Full data for any candidate who is Approved can be exported by a manager or the candidate's assigned operator by opening the candidate in the dashboard, selecting the Summary group and clicking the Export file button. This saves a ZIP file including all the candidate's Identity information and related dashboard history and data in JSON format.
If the Approved candidate is also Archived, no Identity attributes are retained on the dashboard, so the extract will be limited to Identity certificates and dashboard history and metadata.
Using the API
To programmatically extract JSON representations of all candidate data, use the extract and archive API.
You will need to create an API key and use the Dashboard API.
Encrypted Export
For services with encryption enabled, individual records can be exported as an encrypted ZIP file (AES-256-CBC). The encrypted file and its decryption key are stored separately, allowing the data to be securely extracted and later decrypted by the authorised recipient.
This option is available when the feature is enabled for your service. See Advanced Data Encryption or contact your administrator for more information.