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Exporting Charges as a CSV using the Universal Export

Customize how you export charges from KleerCard into your accounting software using the Universal Export File

Open Settings (bottom of the left menu).

In the settings menu, under Accounting, select Universal exports.

To create new export, Click "+ New charge export."

  • Enter a Name and Description for the export.

  • Choose a preset that matches your accounting software, if one is available.

  • Then click Save.

To make an export your default so it is easy to reuse, open the export's row menu (the three dots) on the Universal exports list and choose Set as Default. 

Once a report is created, you can then customize the CSV headers, the data, and order of the columns.

  • To customize the columns, click into the export's row. Map existing columns to the data you want, or click "+ Add Column" to add more. Use the dropdown to pick a data object, select the data to include, and rename the column as needed. 

  • Drag and drop rows to change the order of the columns.


You can generate an export any time from the Charges or Statements tab.

 

Contact us at support@kleercard.com for additional support.