Available Exports
Exports are started from the page whose data you want. Each one honours the filters and sort you have applied on screen, so what you export is what you are looking at.Exporting Data
1
Open the page you want to export
Customers, Invoices, Subscriptions, Payments, Refunds or Quotes.
2
Filter to what you need
Apply the filters and sort you want. The export carries them through, so narrow the view first rather than exporting everything and filtering afterwards.
3
Export
Use the export action on the page and choose a format.
4
Download
Larger exports are prepared in the background and download when ready.
Export Formats
Invoice PDFs are a separate thing from a data export: fetch an individual invoice PDF from the invoice itself, or through
GET /invoices/{id}/pdf.
Exporting Through the API
Anything you can export you can also read directly from the API, which is the better route for anything recurring. The list endpoints accept the same filters as the dashboard and return JSON:limit and offset. See the API reference.
For continuous replication into a warehouse rather than periodic pulls, use a data integration. See BigQuery and ClickHouse.
Using Exported Data
Spreadsheets
CSV and XLSX both open directly in Excel and Google Sheets. Watch for identifier columns being reformatted as numbers or dates on import; set those columns to text.Accounting Systems
For recurring accounting workflows, prefer the accounting integrations over manual exports. They keep the two systems reconciled instead of producing a snapshot that ages. See Quickbooks, Xero and Netsuite.Data Warehouse
For analytics, replicate continuously with a data integration rather than scheduling exports. See BigQuery and ClickHouse.Best Practices
Filter before exporting
The export carries the on-screen filters. Narrowing first beats exporting everything.
Use the API for anything recurring
A scheduled pull against the list endpoints is repeatable; a manual export is not.
Integrate rather than export
For accounting and analytics, an integration stays in step. An export is a snapshot from the moment you took it.
Handle exports as customer data
An export contains customer contact and billing details. Store and share it accordingly.
Next Steps
Revenue Insights
Analyse revenue without leaving Alguna.
Data Integrations
Replicate data continuously into your warehouse.