Date periods and filename rules
Export customers, contacts, leads, expenses and payments to streamed CSV files for selected date periods.
How-to guide
Export all-time data
Select All Time to remove the date filter.
Open guide →How-to guideExport this month
Select This Month to use the first and last day of the current month.
Open guide →How-to guideExport last month
Select Last Month to use the previous calendar month.
Open guide →How-to guideExport this year
Select This Year to use 1 January through 31 December of the current year.
Open guide →How-to guideUnderstand the Last Year period defect
Recognise that supplied code uses the same month last year rather than the complete prior calendar year.
Open guide →How-to guideExport the last three months
Select Last 3 Months to include the current month and previous two months.
Open guide →How-to guideExport the last six months
Select Last 6 Months to include the current month and previous five months.
Open guide →How-to guideExport the last twelve months
Select Last 12 Months to include the current month and previous eleven months.
Open guide →How-to guideExport a custom date range
Select Custom and complete Start Date and Stop Date.
Open guide →