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Business Data Export

Operators can export a complete snapshot of all data belonging to a business as a structured JSON file. This is useful for regulatory submissions, legal discovery, off-platform archiving, and migrations.

Accessing Business Data Export

Navigate to Platform Ops > Data Operations > Export. This feature requires PlatformAdmin access.

What Is Included in the Export

A full business data export contains:

Data CategoryContents
TransactionsAll transaction records including amounts, categories, VAT, and attachments metadata
VAT ReturnsAll generated and submitted returns with line-item detail
Compliance ScoresHistorical compliance score snapshots for the business
Import BatchesRecords of all CSV and bulk import operations
Privacy SettingsThe business's data privacy configuration and consent records
info

File attachments (binary content) are not included in the JSON export. The export contains attachment metadata — file name, type, size, and storage reference. Contact support if you require raw file exports.

Running an Export

  1. Navigate to Platform Ops > Data Operations > Export
  2. Select the target business from the dropdown
  3. Optionally filter by date range to limit the export scope
  4. Click Export Business Data
  5. The system queues the export job; a progress indicator is displayed
  6. When complete, click Download to save the JSON file

For large businesses, export generation may take several minutes. You will receive an in-app notification and an email when the export is ready.

Export File Format

The export is delivered as a single .json file named:

coralledger-export-{businessId}-{YYYY-MM-DD}.json

The top-level structure is:

json
{
"exportedAt": "2025-08-15T10:30:00Z",
"exportedBy": "operator@example.com",
"transactions": [ ... ],
"vatReturns": [ ... ],
"complianceScores": [ ... ],
"importBatches": [ ... ],
"privacySettings": { ... }
}

Export History

Each export is recorded in the Export History table with:

  • Export ID — Unique identifier
  • Business — Name of the exported business
  • Requested By — Operator who triggered the export
  • Requested At — Date and time of the request
  • Status — Queued, Processing, Complete, or Failed
  • Download — Link to download the completed export

Security Considerations

  • Exports are generated server-side and stored in access-controlled storage
  • Only the requesting operator can download the export file
  • Each export download is recorded in the Audit Trail
  • Exports should be stored securely and in compliance with your data handling obligations

Use Cases

ScenarioNotes
Regulatory auditProvide the full JSON export to DIR or other authorities
Legal discoveryExport before or alongside legal hold placement
Business migrationExport data before moving to another system
Off-platform archiveRetain a copy outside CoralLedger Comply for long-term storage
Data subject requestFulfil a data subject access request (DSAR)

Next Steps