{"title":"Download financing offers for eligible users","category":"default","creationDate":1776961628,"content":"

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.<\/p>\n

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.<\/p>\n

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.<\/p>\n

This page explains how to download a list of financing offers through your Customer Area.<\/p>\n

Requirements<\/h2>\n

Before you begin, take into account the following requirements, limitations, and preparations.<\/p>\n\n\n\n\n\n\n\n\n
Requirement<\/th>\nDescription<\/th>\n<\/tr>\n<\/thead>\n
Integration type<\/strong><\/td>\nYou must have an Adyen for Platforms integration.<\/td>\n<\/tr>\n
Customer Area roles<\/strong><\/td>\nMake sure that you have the following user role<\/a>:
  • Capital base role<\/strong><\/li><\/ul><\/td>\n<\/tr>\n
Limitations<\/strong><\/td>\n
Setup steps<\/strong><\/td>\nBefore you begin, ensure compliance with our guidelines for Capital<\/a> when creating user interfaces, marketing materials, and other processes.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Download financing offers for all eligible users<\/h2>\n

To get financing offers for all eligible users in your Customer Area<\/a>, for the selected balance platform:<\/p>\n

    \n
  1. Go to Financial products<\/strong> > Capital<\/strong>.<\/li>\n
  2. Select Download Capital Offers CSV<\/strong> 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.<\/li>\n<\/ol>\n

    Sample<\/h3>\n

    Download a sample eligible offer list<\/a> for examples of the included data. Your downloaded file name should be similar to this: BalancePlatformName_EligibleCapitalOffers_YYYY_MM_DD.csv<\/code>.<\/p>\n

    Here is an example of what the list looks like.<\/p>\n\n\n\n\n\n\n\n
    Balance Platform name<\/th>\nAccount holder ID<\/th>\nMin amount<\/th>\nMax amount<\/th>\nCurrency<\/th>\nStart date (CEST<\/th>\nExpiry Date (CEST<\/th>\n<\/tr>\n<\/thead>\n
    TestBalancePlatform<\/td>\nAH00000000000000000000001<\/td>\n1.00<\/td>\n6083.14<\/td>\nNOK<\/td>\n2025-10-05T22:42:44.6+02:00<\/td>\n2025-10-12T22:42:44.6+02:00<\/td>\n<\/tr>\n
    TestBalancePlatform<\/td>\nAH00000000000000000000002<\/td>\n1.00<\/td>\n2600.11<\/td>\nEUR<\/td>\n2025-10-05T22:42:44.517+02:00<\/td>\n2025-10-12T22:42:44.517+02:00<\/td>\n<\/tr>\n
    TestBalancePlatform<\/td>\nAH00000000000000000000003<\/td>\n1.00<\/td>\n8668.44<\/td>\nGPB<\/td>\n2025-10-05T22:42:46.255+02:00<\/td>\n2025-10-12T22:42:46.255+02:00<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    Data structure<\/h3>\n

    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.<\/p>\n\n\n\n\n\n\n\n\n\n\n\n
    #<\/th>\nColumn<\/th>\nData type<\/th>\nDescription<\/th>\n<\/tr>\n<\/thead>\n
    1<\/td>\nBalance Platform name<\/td>\nUnicode Text<\/td>\nThe name of your Balance Platform account.<\/td>\n<\/tr>\n
    2<\/td>\nAccount holder ID<\/td>\nUnicode Text<\/td>\nThe unique identifier of the account holder.<\/td>\n<\/tr>\n
    3<\/td>\nMin amount<\/td>\nString<\/td>\nThe minimum grant amount the account holder is eligible for, expressed in major units.<\/td>\n<\/tr>\n
    4<\/td>\nMax amount<\/td>\nString<\/td>\nThe maximum grant amount the account holder is eligible for, expressed in major units.<\/td>\n<\/tr>\n
    5<\/td>\nCurrency<\/td>\nAlpha Text (3-character limit)<\/td>\nThe three-character ISO currency code<\/a> for the offer.<\/td>\n<\/tr>\n
    6<\/td>\nStart date<\/td>\nDate field + Time field + Timezone<\/td>\nThe timestamp indicating the start date and time of the offer's validity, in ISO 8601<\/a> format.<\/td>\n<\/tr>\n
    7<\/td>\nExpiry date<\/td>\nDate field + Time field + Timezone<\/td>\nThe timestamp indicating the end date and time of the offer's validity, in ISO 8601<\/a> format.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    See also<\/h2>\n