Export
On this page
Here you download the sales of a period or your contact list as CSV. That way you can take the figures to a spreadsheet or send them to whoever does your accounting.
How to get there
Click Analytics in the side menu and open the Export tab. The period you chose stays when you change tabs.
What you can do
- Download the sales of a period of up to 24 months. Each order comes with its amounts, its VAT, its commissions and its origin.
- Download your contacts with their details, their marketing status and their tags.
Step by step
Download the sales
- 1. Choose the period on the Sales row.
- 2. Click Download CSV.
Download the contacts
- 1. Find the Contacts row.
- 2. Click Download CSV.
What happens next
The file downloads in your browser. Dates are in Madrid time, with a semicolon as separator and a decimal comma. The business activity log keeps each export with its type and its period.
Keep in mind
- The owner, admins and accounting can export sales. Only the owner and admins can export contacts.
- The contacts file holds personal data. Keep it somewhere safe and delete it when you no longer need it.
These roles can open this screen: owner, admin and accounting.
Frequently asked questions
How do I open the file in Excel?
Open it with a double click. The file uses semicolon as separator and comma as decimal mark, as Excel in Spanish expects, so accents and amounts come out right without importing anything.
Does this file work for my taxes?
It helps you review your sales. For your tax returns use the reports for your accountant, which already separate what each form asks for.
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