Export account membership data

You can export account membership data available on the Dashboard, either from the Dashboard or with the API, to review member roles and permissions for each account.

Dashboard

1. On your Dashboard, go to Data > Account memberships.
2. Click the download icon to trigger a .csv export.
3. A modal appears. Click Export data to finalize the request.

API

1. Call the exportAccountMembershipData mutation.
2. Add your email. A link to download the .csv export is sent to the email address you provide.
3. If required, add filters to your export (lines 5-11).
4. Add the success payload and rejections.

Mutation

🔎 Open the mutation in API Explorer

mutation ExportAccountMemberships {
  exportAccountMembershipData(
    input: {
      email: "$YOUR_EMAIL_ADDRESS"
      filters: {
        status: Enabled
        canInitiatePayments: true
        canManageAccountMembership: false
        canManageBeneficiaries: false
        canManageCards: true
        canViewAccount: true
      }
    }
  ) {
    ... on ExportDataSuccessPayload {
      __typename
      exportId
    }
    ... on MaximumSimultaneousExportsRejection {
      __typename
      message
    }
    ... on MaximumDailyExportsReachedRejection {
      __typename
      message
    }
  }
}

Payload

The payload returns the export ID.

{
  "data": {
    "exportAccountMembershipData": {
      "__typename": "ExportDataSuccessPayload",
      "exportId": "$EXPORT_ID"
    }
  }
}

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.