Exports

You can pull data out of the portal as a file whenever you need it - for reconciliation, reporting or sharing with your finance team. Exports are generated in the background and kept in your export history, so you can download them again later.

Export transaction data

Account, Card and Acquiring transaction lists can be exported. Set the filters you want first — then use Export data at the bottom of the page.

Export the list

  1. Filter the Transactions list down to what you need. Active filters are highlighted; Clear filters resets them. Then press Export data in the footer.

    Transaction overview for Homebuilding Ltd, showing various transaction statuses and details.Filter the list, then press Export data in the footer.

  2. Choose the file format - Excel or CSV - from the dropdown next to the button.

    Transaction overview for Homebuilding Ltd, showing various transaction statuses and details.Choose the file format — Excel or CSV.

  3. Wait for the file. The Export history dialogue opens and prepares your export - each one is a card with its name, timestamp and status: PROCESSING while it is being built, COMPLETED once it is ready. Select the finished export and press Download.

    Export history of recent XLSX files with completion status displayed.The Export history dialogue, with each export's status.

  4. Press Export history in the footer of the Transactions list to reopen this dialogue at any time. Everything you generated earlier stays there, so you never have to export the same data twice.

    Export history of recent XLSX files with completion status displayed.Export history in the footer reopens your past exports.

Good to know

  • The export follows the list exactly — every filter you set carries over into the file.

  • Large exports are prepared in the background, so you do not have to stay on the page.

  • Each export covers up to 10,000 transactions. If your filtered list is larger than that, narrow it down — by date range, for example — and export in a few smaller files. You can generate as many exports as you need, and they all stay in your export history.

Export recent transactions data for a payment account

Exports can also be made on recent transactions directly from a payment account's detail page. The file follows whatever the list is showing and lands in the same export history.

For where to find an account and what its page holds, see Payment accounts page.

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