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.