Exporting Data

GovPayPlan allows you to export transaction data and reports for use in external systems, accounting software, and record-keeping.

Export Formats

CSV (Comma-Separated Values)

Best for:

• Importing into spreadsheets
• Database imports
• Custom data analysis
• Accounting software

Excel (.xlsx)

Best for:

• Ready-to-use spreadsheets
• Formatted reports
• Sharing with colleagues
• Data with multiple sheets

PDF

Best for:

• Official records
• Printing
• Email attachments
• Audit documentation

Exporting Transaction Reports

Quick Export

1. Navigate to Reports > Transaction Reports
2. Apply your desired filters
3. Click Export
4. Select format
5. Download begins automatically

Custom Export

For more control over exported data:

1. Configure your report
2. Click Export > Custom Export
3. Select columns to include
4. Choose data format options
5. Click Generate Export

Export Options

Column Selection

Choose which fields to include:

• Transaction ID
• Date/Time
• Payer information
• Payment details
• Status
• Internal reference
• Custom fields

Date Formatting

Select your preferred date format:

• MM/DD/YYYY
• DD/MM/YYYY
• YYYY-MM-DD (ISO)

Amount Formatting

Choose how amounts appear:

• With currency symbol ($100.00)
• Without symbol (100.00)
• Cents only (10000)

Scheduled Exports

Automate regular data exports:

Setting Up Scheduled Exports

1. Configure your report with desired filters
2. Click Schedule Export
3. Set the schedule:
   • Daily (previous day's data)
   • Weekly (previous week)
   • Monthly (previous month)
4. Choose export format
5. Add recipient email addresses
6. Save schedule

Managing Scheduled Exports

View and edit scheduled exports:

1. Navigate to Settings > Scheduled Reports
2. See all active schedules
3. Edit, pause, or delete as needed

Bulk Data Export

For large data exports:

Requesting Bulk Export

1. Navigate to Reports > Bulk Export
2. Select date range
3. Choose data types to include
4. Submit request

WARNING

Bulk exports may take several minutes to generate. You'll receive an email when ready.

Bulk Export Limits

• Maximum date range: 1 year
• File size limit: Based on your plan
• Request frequency: Limited to prevent system strain

Integrating with Accounting Software

QuickBooks

1. Export as CSV
2. Map fields to QuickBooks format
3. Import via QuickBooks import tool

Other Software

Contact support for guidance on integrating with:

• Sage
• Microsoft Dynamics
• Custom ERP systems

Data Security

Export Logging

All exports are logged with:

• User who exported
• Date and time
• Data range exported
• Export format

Sensitive Data

Exported files may contain sensitive information:

• Store securely
• Encrypt if sharing
• Delete when no longer needed

Related Topics

• Transaction Reports - Configure reports to export
• Reconciliation - Export settlement data
• Security Settings - Data access policies