As part of GDPR, and data portability, customers may request and are entitled to an export of their data. While it may be worthwhile to provide the client a means of generating this data on their own, there is nothing wrong with having a staff member run the export and provide the data to the customer manually.

It makes sense for this export to be included as a report, under Billing > Reports. The type should be JSON, so a new format of JSON should be added to the current and only CSV format.

Format
JSON

Report Type
Client Data Portability

Client
AJAX search for the client by name, or enter the Client ID.

The resulting report should be a JSON formatted array of everything we have on this customer, including:

• All services
• All transactions
• All invoices
• All tickets (If Support Manager is installed)
• All logins including IP address and time of login
• All contacts (including primary contact/client)
• All payment accounts (but not cc/ach encrypted data, just masked data like last 4, whatever we have that we don't have to decrypt)

*Do not include any encrypted data*