Search

How can I comply with a GDPR portability request?

Zenya Allen
Zenya Allen
  • Updated

The steps below show you how you can provide your client a copy of their personal data, to move to another IT environment.

All Contact records, Applicants/Tenants, Landlords, Contractors and Guarantors have an Export Held Data icon at the top of the record.

mceclip0.png

If your client requests a personal information request, click here for more information on How can I comply with a GDPR personal information request.

 Note

At step 7 below, make a note of the password as you and the contact who requested the information will need the password to open the encrypted files

  1. Locate your contact record
  2. Click the Export Held Data icon on the toolbar
  3. The Data Protection Export Data to Customer window displays
  4. Tick Portability Request
  5. Click the ... dots to select a folder where you want to export the files (you may need to add a new folder)
  6. Click Save
  7. Click Export. A message appears
    1. The data you requested for export will be placed into an encrypted zip file, into your folder
    2. The Password for the encrypted folder is in the message
    3. The Password will be copied to your clipboard, so you just need to paste it when required
    4. Click OK to the message for it to place the data in your folder
    5. Double click to open it and you will see the encrypted file
    6. Double click on the file. You'll receive a prompt where you can paste in the password

 Note

  • To open the file, you and the Contact who requested the information will need the password
  • If you lose the password, delete the exported files from their location and repeat the Export Held Data process again to create a new encrypted file with a new password