Enhanced CSV Exports for Transactions Subscriptions and Orders

CSV Export Upgrade for Transactions, Subscriptions, and Orders

Enhancements to CSV Exports

We’ve made some significant updates to our CSV exports for Transactions, Subscriptions, and Orders to help you manage your data more effectively. These enhancements include new fields that provide more detailed information, making it easier to reconcile records and keep track of essential details.

Additions to Transactions CSV

  • Payment Method
  • Currency
  • Sub-total
  • Discount
  • Total Tax Amount
  • Late Fees
  • Tip Amount
  • Coupon Code
  • Refund Status
  • Refund Amount
  • Refund Date
  • Tax Name
  • Tax Amount

Additions to Subscriptions CSV

  • Subscription Start
  • Subscription End
  • Number of Trial Days
  • Trial Start
  • Trial End
  • Cancelled At
  • Payment Method
  • Currency
  • Sub-total
  • Discount
  • Total Tax Amount
  • Coupon Code
  • Total Products
  • Line Item Name
  • Line Item Quantity
  • Line Item Price
  • Line Item Discount
  • Line Item Subtotal
  • Line Item Product ID
  • Tax Name
  • Tax Amount

Additions to Orders CSV

  • Currency
  • Sub-total
  • Total Tax Amount
  • Tax Name
  • Tax Amount

Standardized Field Naming and Currency Symbols

We’ve also standardized the field name 'Amount' to 'Total' across all three CSV exports. This update aligns with industry conventions to improve clarity and consistency. Additionally, currency symbols have been removed from the 'Total' field; now, numeric values will appear here, and a new Currency field has been added to facilitate accurate reconciliation.

How to Access the Updated CSV Exports

You can easily download the updated CSV exports through the following navigation:

  • Transactions: Navigate to Payments > Transactions > Download Icon
  • Subscriptions: Navigate to Payments > Subscriptions > Download Icon
  • Orders: Navigate to Payments > Orders > Download Icon

Screenshot 2024-09-26 at 2
Screenshot 2024-09-26 at 2
Screenshot 2024-09-26 at 2

What's Next?

Moving forward, we are committed to regularly updating the CSV exports as new features are introduced. This ensures synchronization with the latest functionalities and efficient data management.

Stay tuned for more updates!


In Case You Missed It

Check out our previous update: Significant Updates to Email Campaign Statistics for Better Accuracy and Reliability

SMBcrm ©2024 | All Rights Reserved