Understand Data Export

You can export Subscription, Customer, and Transaction data from Maxio as CSV files to support financial reporting, audits, and business analysis. Exports can be initiated through the user interface or via API, and filters can be applied to tailor the results to your specific needs. If what you need is a complete copy rather than a filtered slice — for a migration or an audit — see How do I export all my data?.

Export types

The following table summarizes three of the most commonly used export types and what each file contains. Maxio also supports exporting Products, Components, Invoice Line Items, and Tax History; see the field references linked under Related Information for the complete list.

To include components (or products, on sites using the newer Products catalog terminology) in your Subscription exports, enable the Components option in your CSV Exports settings. From Advanced Billing, go to Config > Settings and scroll to CSV Exports.

How to export data

Navigate to the relevant section of the Maxio application, such as Billing > Subscriptions. Look for the Export button in the upper-right corner above the table. If filters are applied to the table, the exported CSV includes only the filtered results.

Export via API

Maxio Advanced Billing's own API Exports feature covers Subscriptions, Invoices, and Proforma Invoices; refer to the API documentation for details. To run and export Maxio Core reports (such as Cohort, Days Sales Outstanding, or one-click reports) instead, see Export Report Data via Maxio API. This is a separate API for a different product.

Export notifications

After initiating an export, Maxio notifies the user both via email and in-app when the export is ready for download.

You can configure your notification preferences on the System Alerts Subscription Preferences page.

Related information

To learn how to access, re-download, or delete your exported files, see Access and Manage Your Exported Files.

For best practices on parsing exported CSV files and how sensitive values are sanitized, see Best Practices for Handling CSV Exports.

For field-level details on every export type, see Billing Export Fields Reference, Product and Tax Export Fields Reference, Component Export Fields Reference, and Cross-Site Export Fields Reference.

For a platform-wide look at exports and downloads, see Export and Download Data.