⚙️ General Settings

How to export your transactions to CSV

📅 Last updated: May 11, 2026

⏱ 4 min read

✅ Sales & invoices

In this article, you will learn how to export your transactions to CSV format.

What you'll need

A SystemeScale account
A few sales on your account

Listing transactions

Navigate to the Sales tab, and click Transactions.

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CSV exports start from Transactions

The Transactions page is where you select the sales data you want included in your CSV export.

Selecting transactions to export

On the Transactions page, select the specific entries you wish to export, or select all transactions. Then click Export to CSV.

Selecting the data to include and exporting the file

In the popup that appears, select the information you want to include in the CSV file.

Select a delimiter that will be used to separate the columns in your CSV file.

Click Export to start the export.

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Delimiter choice

The delimiter determines how columns are separated in the CSV file. Choose the delimiter that works best with the spreadsheet tool you plan to use.

Receiving the export link by email

A notification will appear at the top of the page confirming the export has started. You will receive an email with the download link shortly.

Downloading the exported file

To download the file, check the mailbox associated with your SystemeScale account. The subject of the email you receive will be Your exported invoices.

Open the email and click on the link to start downloading.

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Check the account email inbox

The export email is sent to the mailbox associated with your SystemeScale account, not necessarily to a customer email address.

Filter transactions before exporting

Before starting the export, you can also filter the transactions to only show entries that occurred during a specific period or interval.

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Use filters for cleaner exports

Filtering first helps you export only the transactions that matter, such as sales from a specific date range.

Related invoice and transaction guides

Use the related guides below if you need PDF invoice files, want to send an invoice to a client, or need to refund a customer transaction.

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Need PDF invoices instead?

Use the PDF export guide if you want individual customer invoices as PDF files rather than a CSV transaction summary.

Read PDF Export Guide →

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📄How to export multiple customer invoices to PDF format→📄How to send an invoice to a client→📄How to refund your customer→