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Download financing offers for eligible users

Learn how to download a list of offers for all eligible users in your balance platform.

You can get financing offers for all eligible users across the entire balance platform. Adyen provides this information in a CSV format, making it easy to analyze and utilize. For example, you can use this data to launch marketing campaigns that promote business financing.

Each offer is personalized for the account holder based on their processing history and has its own expiration date. The CSV file contains the minimum and the maximum grant amount each account holder is eligible for. The actual offer will fall within this specified range, but the exact amount may vary.

Offer data is generated automatically each day at midnight Central European Time (CET). Account holders with an active grant may still receive new offers in this list. Consider filtering the list before scheduling marketing campaigns if necessary. If an account holder is not listed, no active offers are currently available for them.

This page explains how to download a list of financing offers through your Customer Area.

Requirements

Before you begin, take into account the following requirements, limitations, and preparations.

Requirement Description
Integration type You must have an Adyen for Platforms integration.
Customer Area roles Make sure that you have the following user role:
  • Capital base role
Limitations
  • Your user must operate in one of the supported countries/regions.
  • The offer remains valid for seven days. After this period, a new offer is generated for an account holder if they still meet the qualification criteria. The offer amount may differ from one offer to another.
Setup steps Before you begin, ensure compliance with our guidelines for Capital when creating user interfaces, marketing materials, and other processes.

Download financing offers for all eligible users

To get financing offers for all eligible users in your Customer Area, for the selected balance platform:

  1. Go to Financial products > Capital.
  2. Select Download Capital Offers CSV from the banner at the top of the page. This will generate and download a list of account holders eligible for business financing, including their offer details, to your local file storage.

Sample

Download a sample eligible offer list for examples of the included data. Your downloaded file name should be similar to this: BalancePlatformName_EligibleCapitalOffers_YYYY_MM_DD.csv.

Here is an example of what the list looks like.

Balance Platform name Account holder ID Min amount Max amount Currency Start date (CEST Expiry Date (CEST
TestBalancePlatform AH00000000000000000000001 1.00 6083.14 NOK 2025-10-05T22:42:44.6+02:00 2025-10-12T22:42:44.6+02:00
TestBalancePlatform AH00000000000000000000002 1.00 2600.11 EUR 2025-10-05T22:42:44.517+02:00 2025-10-12T22:42:44.517+02:00
TestBalancePlatform AH00000000000000000000003 1.00 8668.44 GPB 2025-10-05T22:42:46.255+02:00 2025-10-12T22:42:46.255+02:00

Data structure

If you need to upload the CSV data to any other application for future analysis, here is how you should interpret the columns and their data types.

# Column Data type Description
1 Balance Platform name Unicode Text The name of your Balance Platform account.
2 Account holder ID Unicode Text The unique identifier of the account holder.
3 Min amount String The minimum grant amount the account holder is eligible for, expressed in major units.
4 Max amount String The maximum grant amount the account holder is eligible for, expressed in major units.
5 Currency Alpha Text (3-character limit) The three-character ISO currency code for the offer.
6 Start date Date field + Time field + Timezone The timestamp indicating the start date and time of the offer's validity, in ISO 8601 format.
7 Expiry date Date field + Time field + Timezone The timestamp indicating the end date and time of the offer's validity, in ISO 8601 format.

See also