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Export your data in any format

Boletos, transfers, statements, customers and more. CSV, Excel, JSON, OFX or QIF. Background processing and advanced filters so you can export exactly what you need.

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Data export modal with format options
+24
export types
6
file formats
+80
fields per export
100%
background processing

6 formats for every need

Excel and Spreadsheets
Export in XLSX (Excel) or ODS (LibreOffice). Automatic formatting of currencies, dates, and numbers. Compatible with Google Sheets.
Configurable CSV
Customizable column separator, quotes, and encoding. UTF-8 with BOM for perfect compatibility with Excel.
JSON for Integrations
Same structure as the REST API. Ideal for importing data into external systems, ERPs, or analytics tools.
OFX for Accounting
Financial industry standard format. Compatible with SAP, Oracle, and bank reconciliation systems.
QIF for Personal Finance
Quicken format for import into software like GnuCash, Microsoft Money, and other financial managers.
Advanced Filters
Filter by date, status, amount, customer, portfolio, and more. Export exactly the data you need.

What you can export

Boletos and Charges

Export boletos, received payments, payment books, and payment links. Over 80 fields available including customer data and registration status.

Benefícios:
  • Complete history
  • Customer data
  • Detailed status
Transfers and PIX

Export TED transfers, PIX, and inter-account transfers. Includes beneficiary data, PIX keys, receipts, and processing status.

Benefícios:
  • Bank details
  • Receipts
  • PIX keys
Statements and Transactions

Export financial account transactions in OFX or QIF. Import directly into your accounting software or ERP.

Benefícios:
  • OFX/QIF format
  • Bank reconciliation
  • Accounting integration
Customers and Subscriptions

Export your customer base with registration data, addresses, and active subscriptions. Ideal for CRM and analytics.

Benefícios:
  • Registration data
  • Addresses
  • Subscriptions

Automatic sync via Mailbox

Configure Mailbox to receive exports automatically in your system. Files are sent to your mailbox as soon as they are ready, without needing to access the dashboard.

Choose the most suitable channel for your operation: sync via S3 for AWS integrations, receive by email, connect via SFTP, or even receive via WhatsApp.

Learn about Mailbox
S3 (AWS)
Email
SFTP
WhatsApp
Syncthing

Benefits for your operation

Background Processing
Export millions of records without freezing your session. The system processes in the background and notifies you when ready.
Complete History
All exports are saved. Access them again when needed or track the history of exported data.
Security and Auditing
Signed URLs with expiration. Audit logs for each download. Granular permissions by export type.

Use cases

Accounting Closing

Export statements in OFX and import directly into your accounting system. Boletos and transfers in Excel for verification.

Benefícios:
  • Standard OFX
  • Accurate data
  • Direct import
ERP Integration

Use JSON to feed your ERP with charge and payment data. Same API structure for consistency.

Benefícios:
  • JSON format
  • API structure
  • Automation
Data Analysis

Export in CSV or Excel to analyze in Power BI, Tableau, or spreadsheets. Advanced filters to segment data.

Benefícios:
  • CSV/Excel
  • Advanced filters
  • Business Intelligence
Audit and Compliance

Keep a history of all transactions. Export activity logs and webhooks to meet audit requests.

Benefícios:
  • Complete logs
  • Traceability
  • History

Frequently asked questions

Organized data, ready to use

Export boletos, transfers, statements and more in CSV, Excel, JSON, OFX or QIF.

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