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Exports

Bulk CSV / XLSX exports for any list view.

Last updated 2026-05-05

Every list view (Customers, Invoices, Tasks, Tickets, etc.) exposes an Export action that generates a CSV or XLSX of the currently filtered + sorted result set. Large exports (>10k rows) run as background jobs in the worker; you receive an in-app notification + email when the file is ready, with a 24-hour signed download URL. Column selection is configurable: choose which fields to include and reorder them in the export wizard.

Scheduled exports are supported — configure a recurring export (e.g. weekly customer list) that drops in your inbox or pushes to an SFTP destination via the Hooks system.

Related endpoints

  • POST /api/tenant/exports — kick off an export job (returns a job id).
  • GET /api/tenant/exports/:id — status + download url when ready.
  • GET /api/tenant/exports — list recent exports.
  • POST /api/tenant/exports/scheduled — configure recurring.

See the source at apps/web/src/app/(tenant)/exports, apps/api/src/exports, and the worker handler at apps/worker/src/jobs/export.ts.