1. How to export customer charges to a CSV
Rechargly allows you to export a detailed breakdown of customer charges with two options:
Last 3 Months: Select this option to export charges from the past 90 days.
All Charges: Export the complete history of charges for all your customers.
Steps to export customer charges:
Go to the Charges page.
Click on the three dots on the right side of the page (see screenshot below).
Select one of the following filters: “Last 3 Months” or “All Charges.”
Click to Export the data to a CSV.
2. How to export customer contact information to a CSV
You can export billing information in three formats, depending on your needs:
Organisation/Plans: Get a summary of all plans and associated organisations.
Customers: Export a list of customers, including contact names and details.
Customers with address: Filter your data to include only customers with email addresses.
Steps to export billing information:
Go to the Mapping page.
Click on the three dots on the right side of the page (see screenshot below).
Select one of the following filters: Organisation, Customers, or Customers with addresses.
Click to Export the data to a CSV.
3. How to export agreements to a CSV
Rechargly allows you to export agreement data with several filtering options:
All Agreements: Export every agreement in your account, regardless of status.
Accepted Agreements: Export only agreements that have been accepted by clients.
Sent and Opened agreements: Export agreements that have been sent and viewed but not yet accepted.
Steps to export agreements:
Go to the Agreements page.
Click on the three dots on the right side of the page (see screenshot below).
Select one of the following filters: All agreements, Accepted Agreements or Sent and Opened agreements.
Click to Export the data to a CSV.