Exporting Data
Export data for accounting, analysis, or backup.
Available Exports
Customer Data
Export list of all customers:
Fields: Name, email, phone, plan, status
Format: CSV, Excel
Privacy: Complies with data protection laws
Transaction History
All payment records:
Fields: Date, customer, amount, status, fees
Format: CSV, Excel, PDF
Use: Accounting, taxes, audits
Subscription Data
Active and canceled subscriptions:
Fields: Customer, plan, start date, status
Format: CSV
Use: Analysis, forecasting
Menu Performance
Item popularity and ratings:
Fields: Item name, times offered, times ordered, %
Format: CSV
Use: Menu planning
SMS Usage
Text message logs:
Fields: Date, customer, message type, cost
Format: CSV
Use: Cost tracking
How to Export
Quick Export
Go to any report page
Click Export button (top right)
Select format
File downloads immediately
Custom Export
Go to Reports → Custom Export
Select data type
Set date range
Choose fields to include
Select format
Click Generate Export
Scheduled Exports (Future)
Coming soon:
Weekly: Every Monday
Monthly: First day of month
Custom: Any schedule
Auto-email: Sent to your inbox
File Formats
CSV (Comma-Separated Values)
Best For: Excel, Google Sheets, data analysis
Size: Smallest file size
Compatibility: Works everywhere
Excel (.xlsx)
Best For: Formatted reports with charts
Size: Larger than CSV
Features: Pre-built formulas, charts
Best For: Printing, sharing with stakeholders
Size: Medium
Features: Professional formatting
JSON (Future)
Best For: API integrations, developers
Size: Medium
Use: Custom integrations
Data Privacy
What's Included
Business data you generate
Customer names and contact info
Transaction records
What's NOT Included
Full credit card numbers
Passwords
Stripe API keys
GDPR Compliance
Customers can request their data
You can export individual customer data
Data deletion available upon request
Importing Data (Future)
Supported Imports
Coming soon:
Customers: Bulk import from CSV
Menu Items: Import from spreadsheet
Historical Data: Migration from other platforms
Automation (Future)
Zapier Integration
Connect exports to:
Google Sheets: Auto-update spreadsheet
QuickBooks: Sync transactions
Slack: Daily revenue reports
Email: Weekly summaries
Backup Recommendations
Export data monthly for backup
Store in multiple locations
Keep for 7 years (IRS requirement)