Why do we need specific export data?
To perform a comprehensive revenue audit, we require detailed transaction data that may not be included in standard system exports. This ensures that we can provide you with accurate, thorough audit results that meet compliance requirements.
Required data columns
Your export must include these 10 essential columns:
Email - Customer email address
Line item name - Product or service description
Subtotal - Pre-tax amount
Total - Final amount including taxes and fees
Created at - Transaction date and time
Line item quantity - Number of items purchased
Line item price - Individual item price
Refunded Amount - Any refunds processed
Id (CRITICAL) - Unique transaction identifier
Source - Where the transaction originated
Note: All columns are required. Missing any column, especially the Id field, will prevent us from completing your audit.
How to prepare your export
Step 1: Generate the export - Access your transaction data system and create an export for the requested date range.
Step 2: Verify all columns - Check that your export includes all 10 required columns with the exact names listed above.
Step 3: Choose the right format
Export your data as:
CSV file (preferred)
Excel file (.xlsx or .xls)
Single file containing all data
Step 4: Review data quality
Ensure:
No blank required fields
Dates are in a consistent format
Numeric fields contain only numbers
Id column has unique values for each transaction
Frequently Asked Questions
Why can't you use our standard export? Standard exports often focus on summary data. Revenue audits require detailed transaction-level information to verify calculations, reconcile accounts, and ensure compliance.
What if our system uses different column names? Please map your column names to match our requirements or include a reference sheet showing which of your columns correspond to our required fields.
What date range should we export? Export data for the specific period requested by your audit team, typically aligned with your fiscal year or quarter.
How should we handle partial refunds? Include the refunded amount in the "Refunded Amount" column. If no refund was issued, enter 0 or leave blank.
Common Issues to Avoid
Filtered data - Don't apply filters that might exclude transactions
Summarized data - Provide individual transaction rows, not summaries
Split files - Keep all data in one file if possible
Missing test transactions - Include all transactions unless specifically instructed otherwise
Submission guidelines
When your export is ready:
File naming - Use format: CompanyName_RevenueAudit_DateRange.csv
File size - If over 25MB, use a secure file transfer service
Delivery method - Upload through our secure portal or approved transfer method
Confirmation - You'll receive confirmation within 1 business day
Timeline expectations
Standard processing: 3-5 business days after receiving complete data
Expedited service: 2-3 business days (if available)
Incomplete submissions: Will be returned with specific requirements
Need help?
If you encounter issues generating the required export:
Check your system's export documentation
Contact your internal IT or finance team
Reach out to our support team for guidance
Remember: Providing complete, accurate data the first time helps avoid delays and ensures the most accurate audit results.
Next steps
After submitting your export:
Watch for our confirmation email
We'll notify you if any data issues are found
Receive your audit results within the specified timeline
For questions about the audit process or data requirements, contact our support team or refer to our [Complete Revenue Audit Guide].