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⚠️You must be an authorised representative (as outlined in your contract) to be able to request a data extract
Overview
If you're wrapping up your use of AdviserLogic or need a complete export of your practice data for compliance, migration, or peace of mind, we’re here to help.
A full data extract includes all your key records - client details, documents, SOAs, workflows, and more - delivered securely and in your preferred format.
Cost
The cost for a data extraction is $500 + GST per format.
If you request both SQL and CSV, the total cost will be $1,000 + GST.
An invoice will be issued once the extraction process commences.
💡 Depending on your needs, a full extract may not be required.
Your CSM will explore the best options with you, in some cases, a Database Segmentation Report may be suitable, which you can build yourself at no cost within AdviserLogic.
To begin, you'll need to book a meeting with your Customer Success Manager (CSM) so we can understand your requirements and make sure everything is actioned correctly.
Follow the steps below to request a data extract.
🎧 Open the Help Centre
Select the headphones icon in the top-right corner of AdviserLogic to open the Help Centre.
Book a Meeting
On the Home page, scroll down to the Book a Meeting with Your CSM button.
Choose a Date and Time
Select a Date and Time that works for you.
Information to Include in the Description Field
In the Description field, include that your meeting is to request a data extract, and let us know if there are any specific areas you’d like to cover (e.g. particular accounts, document types, or historical date ranges). Once complete, scroll down and select Schedule Event.
To help streamline the data migration process, please provide:
Data Destination | Where should the extracted data be delivered? (e.g. secure email address, external platform, technology provider) |
Format of Data | Would you like your data in SQL (preferred by most third-party systems), CSV (easier to open without software), or both? |
AFSL Requirement | Does your AFSL require a copy of the extracted data for compliance purposes? |
Preferred Start Date | When would you like the extraction to begin? |
💡Tip
Providing these details upfront ensures a faster, more accurate data handover with fewer delays.
Once complete, scroll down and select Schedule Event.
Extraction Commencement Date
We will make every effort to accommodate your preferred start date; however, a minimum of 14 days’ notice is required.
Your actual extraction date will depend on our current import/export queue, and your CSM will help confirm the earliest available slot.
During the Session, Your CSM Will:
Assess your data requirements
Discuss the most suitable method — including no-cost options like segmentation reports, if appropriate
Confirm pricing if a full extract is needed
Coordinate with our Data & Consulting Team
Address compliance or timing questions
Confirm your requested extraction details and formats
Review billing and timing expectations
Coordinate with our Data & Consulting team to schedule the extraction
Address any additional questions you may have
👉 What Happens Next?
Once we receive all required information and confirm your extraction date:
Our Data & Consulting Team will take over the process
You’ll receive updates at each stage — from processing to delivery
A final invoice will be sent upon extraction commencement
Data extracts are generally delivered within 3–5 business days of the confirmed start date, subject to current queue volumes.
🤝 Need Help Along the Way?
If you have any questions in the meantime, please don’t hesitate to reach out to us via the Help Centre or ask Ava to speak to Support.
Data Retention After Cancellation
When a practice leaves AdviserLogic, we retain its data for 90 days in our live production database. During this time, if the practice requests a copy of their data, it can be retrieved directly.
After 90 days, the data is securely transferred to a separate archival server. This ensures it’s no longer accessible from the live system but remains safely stored for compliance and audit purposes.
AdviserLogic maintains archived data for seven years in accordance with our data retention policy. After this period, all historical data is permanently deleted from our systems.