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How do I export / download transaction details?
How do I export / download transaction details?

How to move DAF data to spreadsheets or CRMs by exporting transactions.

Drew Schneider avatar
Written by Drew Schneider
Updated over a week ago

To export or download your transaction details from Chariot, follow these simple steps:

  1. Log in to your account on the Chariot platform.

  2. Navigate to the "Activity" section on the main menu found on the left of your account page.

  3. You will see a list of all transactions made through your account.

  4. Locate the "Export" button, which is typically found at the top right corner of the transaction list, often near the search bar or above the list of transactions.

  5. You can select a date range and the specific details you want to include in your export.

  6. Click on the "Export" button. After making your selections, the file will be prepared.

Note: The exported file is usually in a CSV format, which can be opened with spreadsheet software like Microsoft Excel or Google Sheets, allowing you to view, sort, and analyze your transaction details as needed.

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