Data exports

This topic describes how to export data. Use this topic to export customer, subscription, transaction, invoice, invoice item, or revenue recognition data. Common data export use cases are: accounting, data analysis, reporting, or importing into other databases.

Data export formats

Rebilly provides the following export types for all data: CSV, JSON, XML, JSON-API.
Additionally, invoices can be exported in PDF format.

Export data

1. In the left navigation bar, click Automations , then click Data exports .
2. In the top right of the screen, click Add data export .
3. In the Name field, enter a name for the export.
   This value is used to name the export file and is displayed in the data exports table.
4. In the Resources section, select the resource from which you wish to obtain data.
5. In the Format section, select an export format.
6. In the Fields section, define which fields you wish to export. Drag field items to change the order, or delete unwanted fields.
7. In the Filters section, select from the following:
   • Apply a date range: In the Date range dropdown, select a range or choose custom to create your own range.
   • Apply additional data filters: Click Add filters , in the Field dropdown, select a data value, then enter a range or add values to filter.
8. Optionally, to receive an email notification when your export is ready to download: In the Notifications section, select the Send me an email when the export is ready checkbox.
9. Optionally, to schedule recurring data exports: In the Schedule section, select the Schedule recurring delivery of your export checkbox.
10. Click Export .

Download data exports

This process describes how to view a list of all data exports, and also how to download them.

1. In the left navigation bar, click Automations , then click Data exports .
2. On the right of a data export item, click .
3. Optionally, to filter the list of data exports:
   • Filter by status: At the top of the data export table, click All , My exports , or Pending .
   • Add additional filters:
     Note: To add more than one filter to a data table, repeat the following process.
     1. At the top of the data exports table, click .
     2. In the first dropdown, select a value to filter.
     3. In the second dropdown, select a condition.
     4. Depending on the data selected in the previous steps, enter or select additional values, then click Apply filters .

Cancel or edit a data export

Use this process to cancel or edit a recurring or pending data export.

1. In the left navigation bar, click Automations , then click Data exports .
2. Select from the following:
   • Cancel a recurring or pending data export: On the right of a data export item, click .
   • Edit a recurring or pending data export: On the right of a data export item, click .