Bulk export functionality
Ticketclosed
Kelvinhaugh Pension Services: documents · Bulk export functionality
Ailsa requested a way to bulk export large record sets into other systems. Bethan explained the current workaround (API for developers), passed the request to product, and added it to the roadmap with no firm date.
What happened
What this says
Current to 11 Oct 26Ailsa requested a way to bulk export large record sets into other systems. Bethan explained the current workaround (API for developers), passed the request to product, and added it to the roadmap with no firm date.
Problem: Ailsa's team needs to export data in bulk to other systems for processing, but currently must download page by page. The team lacks in-house developers, making an API workaround infeasible.
Handling: Bethan suggested the API approach but understood it would not work for Ailsa's team. She passed the feature request to the product team and confirmed it was added to the roadmap. No timeline was committed.
Opportunity: Bulk export is a feature that could unlock value for SMB customers with limited development resources and support workflows requiring periodic data export.
Details
Updated 9 Oct 26Trail
created · Ailsa Dunlop 31 Jul 2025 15:13Hi, we've been looking at what the brain can do for us, and it would be really useful if there was a way to export a larger set of records in bulk rather than having to download them one page at a time. A lot of our workflows need to export data into other systems for processing. Is this something you could add, or is there a workaround we're missing? Thanks.- public_reply · Bethan Lister 1 Aug 2025 04:14Hi Ailsa, thanks for the request. Bulk export isn't a feature we've built yet, but it's something we hear from customers. The current approach is to use the API to pull records programmatically if you have a developer available. Would that work for your team, or do you need a UI option? Thanks, Bethan
- public_reply · Ailsa Dunlop 1 Aug 2025 09:28We don't have developers in-house, so the API approach won't really work for us. It would be much more useful if we could do it through the interface. Is there a timeline for when this might be added?
- public_reply · Bethan Lister 1 Aug 2025 16:18Thanks for that. I've passed the request on to the product team and they've added it to the roadmap. I can't give you a firm date yet, but it's definitely something we're considering for a future release. I'll keep an eye on it and let you know if there's an update. Thanks, Bethan
- status_change · 5 Aug 2025 23:59