Download Products

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You can download your institution's product list offerings and settings to a *.CSV or *.XLSX file for quick access to offline product information.

To download products:

From the Admin Platform, select Account opening > Product list manager > Download.
From the menu, select either Download CSV or Download XLSX, and the file automatically downloads to your computer.

Download File Fields

The downloaded *.CSV or *.XLSX file contains the following fields (from left to right). Please see Product Details and Settings for additional information.

Field	Definition	Example
id	The core-based product ID	12345
name	Name of product offering	Premium Debit Checking
category	The type of product: Checking, Savings, Certificate of Deposit, or Money Market	checking
description	Short description displayed on the product card	A checking account with a custom debit card
minimum_balance	The minimum balance required for the account	100
maximum_balance	The maximum balance required for the account; blank if there is no maximum	10000
ongoing_minimum_balance	The balance that is required for the customer/member to maintain once the account is opened	100
required	TRUE if the product is required for the applicant, FALSE if not	TRUE
required_for_existing_members	TRUE if the product is required for existing members, FALSE if not	TRUE
can_add_beneficiaries	TRUE if the applicant can add beneficiaries for the product, FALSE if not	TRUE
recommended	TRUE if the product is flagged as recommended to the applicant, FALSE if not	TRUE
max_count	The limit to how many times the applicant can open the specific product ID	1
hidden	TRUE if hidden, blank or FALSE if visible	FALSE
public	TRUE if product is “active,” FALSE if product is “Inactive”	TRUE
exclusive_application_types	For consumers, this is Personal; for businesses, this is the answer to What kind of applicant can open this product? (Sole Proprietor, Partnership, LLC, or Corporation)	['personal'] OR ['sole_proprietor', 'general_partnership', 'limited_liability_company', 'corporation']
display_order	The placement of this product onscreen to the applicant	1
monthly_service_fee	The value in the Monthly service fee field when adding or editing a product	$0 monthly fees
details	The values from the Details #1, Details #2, and Details #3 fields when adding or editing a product	['No ATM fee', 'Great rate', 'No monthly service fees']
features	Whether you offer Debit card and/or Overdraft opt-in, blank if not offered	{'debit_card': True} OR {'overdraft': '1'}
disclosures	Product-specific disclosure information. Go to Product-Specific Disclosures for details.	[{'checkbox_text': 'I agree to the terms', 'markdown': '__markdown__ [link](narmi.com)'}]
debit_card_required	TRUE if a debit card is required for the product and displays as required in the application’s Preferences page, blank or FALSE if debit card is not required	TRUE
debit_card_enabled_by_default	TRUE if pre-selected for the applicant, blank if not	TRUE
more_details_url	The URL from the More details URL field when adding or editing a product	www.narmi.com
more_details_copy	The text from the More details copy field when adding or editing a product	View our rates
account_activity_questions	The account activity questions for the product. Go to Product-Specific Account Activity Questions for details.	[{'question': 'Do you plan on depositing more than $5000 per month into this account?', 'questionType': 'dropdown', 'label': 'answer', 'options': ['Yes', 'No']}]

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