Exporting data from Data Platform to CSV

You’ll need to be an Admin or Owner in ChartMogul to access Data Platform. Read more about user roles and permissions.

You cannot export data for Braintree or Recurly. To export Stripe data, you must be using the latest integration version.

Exporting billing data from Data Platform to a CSV is useful if you need to modify data using a third-party tool. 

Navigate to the data source

Go to Data Platform and select the data source you want to export.

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Filter by CSV import or customer (optional)

If you want to export all data, skip this step.

Use the drop-downs to filter by CSV import or by a specific customer. 

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Export your data 

To export your data, click EXPORT CSV

Choosing to export data from the current tab will create one CSV file.

Choosing to export All data will create six CSV files: Customers, Invoices, Invoice Line Items, Transactions, Cancellations, and Plans.

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Your CSV will be generated, and you'll receive an email with a download link when it's ready. The export time depends on the size of the dataset.

 

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Once you receive the email, click the link to download a zip file containing your CSV. Uncompress the zip and open the CSV in your desired application.

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