Financial management
Exporting Transaction Data
Learn how to export CSV/PDF reports, schedule automated deliveries, and wire up API-driven data pulls so your finance and analytics teams stay aligned.
Run Quick Exports
- Open Payments → Export → choose CSV or PDF. CSV is ideal for spreadsheets, PDF for management summaries.
- Use the date and channel filters before exporting to avoid massive downloads.
- Include columns like customer identifiers, webhooks, and settlement batch IDs by toggling “Advanced columns”.
- Exports land in your browser downloads and remain accessible for 10 minutes via the in-app link.
Schedule Automated Deliveries
- Navigate to Reports → Scheduled exports → Create schedule.
- Choose frequency (daily, weekly, monthly), the exact time, and recipients.
- Files are encrypted at rest; recipients get a secure link that expires after 72 hours.
- Use different schedules per team: finance receives a weekly settlement pack, operations receives daily order exports.
Automate with APIs & Webhooks
- Use the Transactions endpoint to fetch data programmatically with pagination and filtering identical to the dashboard.
- Combine webhooks (payment.succeeded, refund.completed) with nightly exports to keep your data warehouse fresh.
- Pin your API key capabilities to read-only if the integration does not need to initiate payments.
- Store export IDs to avoid duplicate ingestion—each manual or scheduled export exposes an idempotent reference.
Data Hygiene Best Practices
- Keep 12 months of exports readily available; older archives can go to cold storage.
- Encrypt exports at rest if you download them locally. Use company-managed folders with access control.
- Reconcile export totals with the wallet balance to catch discrepancies before month-end.
- Document who downloaded what. Scheduled exports automatically log recipients for audit purposes.
Pro Tip
Pair scheduled exports with your data warehouse or BI tool. Every delivery email contains an export ID so you can confirm the file was ingested exactly once.