Export Functions
Export your data to CSV for accounting, backups, or analysis in a spreadsheet โ filtered by tags so you only export exactly what you need.Exports are available for Customers, Subscriptions, Products, Invoices, and Orders.
Exporting Data
1
Go to Bulk Actions
Navigate to Bulk Actions in your dashboard.
2
Choose Export
Select Export as the action type, then pick which entity you want to export (Customers, Subscriptions, Products, Invoices, or Orders).
3
Choose Export as CSV
Select the Export as CSV option.
4
Filter by tags (optional)
Select one or more tags to only export items with those tags. Leave empty to export everything.
5
Download
Confirm the export โ your browser downloads a CSV file named
{entity}_export_{date}.csv.Whatโs Included Per Entity
Exports are scoped to your account only โ you can never export another businessโs data.
FAQ
Can I export to PDF instead of CSV?
Can I export to PDF instead of CSV?
CSV is the supported export format today. Use the tag filter to narrow down exactly what you need, then open the CSV in Excel, Numbers, or Google Sheets if you need a formatted document.
Can I schedule recurring exports?
Can I schedule recurring exports?
Not yet โ exports are triggered manually from Bulk Actions. For ongoing reporting, consider the API to pull data programmatically on your own schedule.
Does the export include archived items?
Does the export include archived items?
This depends on the tag filter and entity selection โ archived items are included unless you filter them out with tags.
Next Steps
Bulk Operations
See all bulk actions available beyond exporting
Tags System
Organize records with tags so exports are easy to filter
API Reference
Pull data programmatically instead of exporting manually