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Step 2: Extract Customer Data from BRIO

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Extracting customer data from BRIO is an essential step to ensure your Customer Data Update Campaign runs smoothly. This guide provides step-by-step instructions to export the necessary files from BRIO and send them securely to Penbox for campaign setup.

Overview of the Process

To prepare your data for the campaign:

  1. Download the two BRIO export files: Export Clients and Export Contrats.
  2. Open the BRIO module for selections and reports (Sélections > Sélections et Rapport).
  3. Drag and drop the files into BRIO and execute the export.
  4. Save the results in Excel format.
  5. Send the two files to your Penbox Success Manager.

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The exchange of these data files is governed by the confidentiality agreement signed between your organization and Penbox. These files will be deleted after the campaign is completed.

Detailed Steps to Extract Data

1. Download the BRIO Export Files (BSR Files)

These files are the basis for extracting customer and contract data from BRIO.

2. Upload BSR Files into BRIO

  1. Log in to your BRIO account.
  2. Navigate to Sélections and click on Sélections et Rapport.


  1. Drag the file Export listing clients v1.0.bsr into the top-left section of the selection and report module.


  1. Once the file is uploaded, check that the filters are correctly applied.


3. Execute the Client Selection Export

  1. Click Exécuter Sélection to generate the selection.

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Verify that the number of clients in the selection matches your expectations. This selection should include active individual clients in your portfolio.

4. Export the Client Selection Data

  1. Click Fichier in the top-left corner of BRIO, then select Exporter le résultat.


  1. Once the Excel file is generated, save it to your local system:
  • Use the shortcut key F12 for "Save As" to name the file appropriately.


5. Repeat for Contract Data

Follow the same steps above to process the Export Contrats file:

  1. Upload the Export listing contrats v1.0.bsr file into BRIO.
  2. Execute the selection for contracts.
  3. Export the resulting Excel file and save it.

Once both the Client and Contract data files are ready, keep them for the next step.

Why Extract My Data?

Extracting customer and contract data from BRIO enables Penbox to:

  1. Pre-fill Forms: The data extracted from BRIO is used to pre-fill the forms for your customers, improving efficiency and accuracy.
  2. Track Data Changes: Upon request, Penbox can provide a report detailing the percentage of data that has been updated during the campaign.
  3. Personalize Questionnaires: Contract data allows Penbox to tailor the form to your specific business needs (e.g., pension savings or other commercial questions).

By following these steps, you’ll ensure the data is properly extracted and securely sent to Penbox for your Customer Data Update Campaign. This process streamlines the campaign setup and ensures a seamless experience for your customers.

Updated 6 days ago