Exporting your transactions

Learn how to export your transactions to CSV or JSON.

Exporting Your Transactions

Keeping a record of your transactions is essential for effective financial management. Exporting your transactions allows you to create backups, perform detailed analyses, and integrate your data with other tools or share it with stakeholders. This guide will walk you through exporting your transaction data in various formats, ensuring you can handle your financial information with ease and flexibility.

Export as CSV

Exporting your transactions as a CSV file allows you to easily manage, analyze, and share your financial data with other applications or stakeholders. Follow the steps below to export your transaction data efficiently.

1. Click Transactions in the left navigation. The Transactions page appears.

2. Filter your transactions if needed.

3. Click the down arrow and select Export as CSV.

4. Click the Export as CSV button (not the arrow). The Save As dialog appears.

5. Choose a location and file name to save the file.

Export as JSON

To export your transaction data as a JSON file, follow these simple steps. This process allows you to save your transactions in a structured format, which can be useful for data analysis or integration with other applications. Follow the instructions below to complete the export.

To export your transactions as JSON:

1. Click Transactions in the left navigation. The Transactions page appears.

2. Filter your transactions if needed.

3. Click the down arrow and click Export as JSON.

4. Click the Export as JSON button (not the arrow). The Save As dialog appears.

5. Choose a location and file name to save the file.

Note: If your application supports the use of metadata, and you want to see it in your transaction data export, we provide metadata support for orders and line items. This metadata is reported in your CSV or JSON export of Transaction information but is NOT visible on the Digital River Dashboard Transactions page.

Your metadata appears in your export file as additional data columns for CSV exports. The metadata columns will use the following labels:

• orderMetadata.your_key_value – where your_key_value is the unique value you assigned to the order metadata. For example, orderMetadata.couponProgram.

• lineItemMetadata.your_key_value – where your_key_value is the unique value you assigned to the line item metadata. For example, lineItemMetadata.customerID.