Export accounts

Exporting data for your third-party reporting and analytics teams is as easy as one click

Export customer balances

Export all your customer account balances with just one click. Follow the steps below to get a real-time snapshot of your customer account balances.

Open the app and click the left side menu item labeled Export

Click Export from the drop down menu

Once you click Export, you will receive a CSV of all your customer account data.

Export customer transactions

If you'd like to receive a full ledger of all your customer transactions, including issuance and redemption of credit, follow the steps below.

Open the app, and click the left side menu item labeled Recent Activity. Then click Export to CSV

Select customers and then click Export to CSV

Once you click Export to CSV you will receive a CSV of all your customer transaction data to be used for reporting and analytics by you or your third-party partners.