If you need to backup your data offline, or export it out for other uses, use the below steps:
Client Data
- Click on Clients
- Then click on the Export button above the list of Clients
- For Type, choose between CSV or XLSX
- If needed, update the email address to send the export to
- 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
- Click on Subscriptions
- Then click on the Invoices sub-tab
- For CSV or XLSX formats, in the Invoices section, click on the Export button above the list of Invoices
- For Month, choose between All or select a specific month
- Next for Year, choose the specific year
- Then for Affiliate, choose between All or select a specific Affiliate name
- For Type, choose between Invoice Date or Pay Date
- Then for Data Format, choose between CSV or XLSX
- If needed, check the box next to Separate invoices by tax rates
- Click Next and the file will download
- For PDF formats, in the Invoices section, click on the Download button above the list of Invoices
- For Year, choose the specific year
- For Month, choose the specific month
- If needed, update the email address to send the export to
- Click on the Next button and you’ll be emailed a .zip file containing PDFs of Invoices in the date range specified.
Payments Data
- Click on Subscriptions
- Then click on the Payments sub-tab
- In the Payments section, click on the CSV Export button above the list of Payments
- If needed, update the email address to send the export to
- For Export Period, choose from 1 Week, 1 Month, 6 Months, 1 Year, or Custom
- Click on Request Export and you’ll be emailed the .csv file.
Subscription Data
- Click on Subscriptions
- In the Subscriptions section, click on the CSV Export button above the list of Subscriptions
- If needed, update the email address to send the export to
- Click Request Export and you’ll be emailed the .csv file.