Export and Download Data

In Maxio Core, you can export and download data for analysis, reconciliation, and record-keeping. Many list screens in the application let you export data as a CSV file or a Google Sheet (if Google Sheets integration is enabled for your account).

Users commonly export data to:

• Perform detailed analysis at a granular level.
• Import information into another system.
• Support audits and data reviews.

Export is available from most list screens. The objects exported most often are:

• Customers.
• Transactions.
• Contracts.
• Invoices.
• Invoice Line Items.
• Payments.
• Deposits.
• User Notifications.
• Cadences.
• Most reports.

If a list screen shows a Download option, its records can be exported.

To export data, you first need to navigate to the proper list screen and then hover the mouse over the Download option.

Choose whether the download should include all of the available columns, or just those currently displayed, by selecting one of the drop-down options. The system then downloads the file to your computer.

Export background process

Maxio Core will execute any large export as a background process, which provides a dedicated amount of resources depending on the current server load. Exports are automatically queued in the background if they contain more than 200 records. When you begin an export of this size, a screen displays letting you know its progress.

The compressed CSV file appears once the export is complete. Click the link to download the file.

Be aware that you can continue working in the system during a background export, which is especially helpful if you are exporting a large amount of data. You can obtain the completed export by opening the Admin menu and clicking the Export Results option.

This screen contains a list of all of the completed exports including the date/time they were created and completed as well as their status. Click on a compressed CSV file to download it.