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Data exports
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Data exports

This topic describes how to export data. Use data exports for accounting, data analysis, reports, or imports into other databases.

Note

To export organization data, see Export organization data.

Data export formats

Export any resource as CSV, JSON, XML, or JSON-API.
Payout requests, payout request allocations, and users are available in CSV and JSON only.
Invoices are also available in PDF format.

Create a data export

Use this process to export your data. When the export is complete, a notification is displayed in the top right corner of the page, in . A notification is also displayed if the export fails.

  1. In the left navigation bar, press Automations.

  2. In the Data and alerts section, press Data exports.

  3. In the top right of the page, press Create data export.

  4. In the Name field, enter a name for the export.
    This value is used to name the export file.
    It is also displayed in the data exports table.

  5. In the Resource section, select the resource to export.

  6. In the Format section, select an export format.

  7. In the Fields section, define which fields you want to export.
    Drag field items to change the order, or delete unwanted fields.

  8. 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
    1. Press Add filter.
    2. In the Field dropdown, select a data value.
    3. Enter a range or add values to filter.

  9. Optionally, to receive an email when your export is ready to download: In the Email notifications section, select the Send an email when the export is complete checkbox.
    An email is also sent if the export fails, and includes the reason.

  10. Optionally, to schedule recurring data exports: In the Schedule section, select the Use a recurring export schedule checkbox, then set the schedule.

  11. Press Export.

Delete or edit a data export

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

  1. In the left navigation bar, press Automations.

  2. In the Data and alerts section, press Data exports.

  3. Select from the following:

    Delete a data export

    On the right of a data export item, press Delete, then confirm the deletion. Only pending, completed, and failed data exports can be deleted.

    Edit a recurring or pending data export

    On the right of a data export item, press .

View data export details

Use this process to view the details of a data export. Details include the status, exported fields, date range, filters applied, and recipients.

Note

An export is assigned the Failed status in two cases. The first is a record count above the limit for a single export. The second is an export that does not complete after it is retried. To resolve a failed export, reduce the number of records. Apply a date range or more filters, then create the export again.

  1. In the left navigation bar, press Automations.
  2. In the Data and alerts section, press Data exports.
  3. In the list of data exports, on the right of the export you want to view, press .

View and download data exports

Use this process to view and download all data exports.

Note

Exports that contain more than 1,000,000 records are downloaded as a ZIP archive. The archive contains numbered part files, such as example-part1.csv and example-part2.csv. Each file holds up to 1,000,000 records. Each part file is valid on its own:

  • csv and detailed-csv part files repeat the header row.
  • json and json-api part files contain a complete array.
  • xml part files contain their own root element.

pdf exports are always a ZIP archive with one PDF per record. These exports are never split into part files.

  1. In the left navigation bar, press Automations.

  2. In the Data and alerts section, press Data exports.

  3. On the right of a data export item, press Download.

  4. Optionally, to filter the list of data exports:

    Filter by status

    At the top of the data export table, press All, My exports, or Pending.

    Add additional filters

    Note: To add more than one filter to a data table, repeat the following process.

    1. In the top right of the data exports table, press Filters.
    2. In the Filter dropdown, select a value to filter.
    3. In the Operation dropdown, select a condition.
    4. In the Value field, enter or select values.
    5. Press Apply filter.

Tag events

Email notifications