Help Center
Data, API and integrations
CSV formats, exports, privacy requests, API keys and webhooks, and how your data is protected.
7 guides
- CSV import and export formatsThe exact columns for importing clients, properties and opening balances, and for the cap table and bank exports.
- Export all your dataDownload a ZIP with every table as CSV, all documents and the audit log. You can do it at any time, even when read-only.
- Client data export and erasure (GDPR)Answer an investor's request for a copy of their data, or for deletion, and know what is kept for the books.
- Delete your organizationClose everything: the subscription stops, the portal goes offline, and after 30 days the data is purged for good.
- API keysLet your own systems, such as a CRM or accounting tool, read or write EasyHaus data with a secret key.
- WebhooksReceive a signed message at your own address when a client is created, an order changes, a distribution is approved and more.
- How your data and your investors' data are protectedA plain summary of encryption, isolation, access and records, with pointers to the full security and legal pages.
Did not find what you need?
Tell us what you were trying to do. We answer by email, and your question helps us write the next guide. Never send passwords, ID numbers or bank details.