How do I export my data?

If you need to backup your data offline, or export it out for other uses, use the below steps:

• Client Data
• Coupons
• Invoice Data
• Payments Data
• Subscriptions Data

Client Data

1. Click on Clients
2. Then click on the Export button above the list of Clients
3. For Type, choose between CSV or XLSX
4. If needed, update the email address to send the export to
5. Click Request export and you’ll be emailed a link to download the file.

Coupons

To export Single Coupons and Coupon Campaigns, review the steps here.

Invoice Data

1. Click on Subscriptions
2. Then click on the Invoices sub-tab
3. For CSV or XLSX formats, in the Invoices section, click on the Export button above the list of Invoices
   
   
   1. For Month, choose between All or select a specific month
   2. Next for Year, choose the specific year
   3. Then for Affiliate, choose between All or select a specific Affiliate name
   4. For Type, choose between Invoice Date or Pay Date
   5. Then for Data Format, choose between CSV or XLSX
   6. If needed, check the box next to Separate invoices by tax rates
   7. Click Next and the file will download
4. For PDF formats, in the Invoices section, click on the Download button above the list of Invoices
   
   
   1. For Year, choose the specific year
   2. For Month, choose the specific month
   3. If needed, update the email address to send the export to
   4. Click on the Next button and you’ll be emailed a .zip file containing PDFs of Invoices in the date range specified.

Payments Data

1. Click on Subscriptions
2. Then click on the Payments sub-tab
3. In the Payments section, click on the CSV Export button above the list of Payments
4. If needed, update the email address to send the export to
5. For Export Period, choose from 1 Week, 1 Month, 6 Months, 1 Year, or Custom
6. Click on Request Export and you’ll be emailed the .csv file.

Subscription Data

1. Click on Subscriptions
2. In the Subscriptions section, click on the CSV Export button above the list of Subscriptions
3. If needed, update the email address to send the export to
4. Click Request Export and you’ll be emailed the .csv file.