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

Click into Settings tab and then click Universal Exports in the Integrations Section.  Click New Charge Export.



Customize Settings according to your Accounting Import Requirement: Enter a Name & Description and choose a default preset if available for your accounting software. Make sure you Set as Default from the ellipsis menu to make it easy to export!



Once template is created, Click into the new export row to further customize columns as needed. You can map existing rows to specific data.



You can click +Add Column to add additional data to your export. Click the drop down to see the data objects available to export.  Select the data to include.  Update the column name as needed.



Generate an export from the Charges or Statements tab!

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