The export can be done based on your current filter or a specific selection of individual payment links. To offer better performances, only the first 500 payment links are retrieved, when exporting everything, this will also include records currently not displayed.
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To download specific payment links, select them using the checkbox. The total number is displayed on the Export button.
To download all the payment links, including those not displayed, you can directly use the Export button.
When you use the select all checkbox and export, this will also include all the payment links not displayed on screen when you have over 500 results.
The search function does not reduce the number of payment links to be exported.
How to export payment links (THE NEW PAGE STARTS HERE)
You can extract your payment links data out of Twikey and use it in other platforms (for example: your CRM tool, ERP system, accounting software, etc.). To do this, you will need to export your payment links.
If needed, you can adjust which payment links are displayed on this interface. Use the search bar and filters to adjust this. You can use it to pre-select payment links based on certain properties (for example: paid payment links only).
Tick the box next to the payment links that you'd like to export. You can also tick on the uppermost box to select all payment links.
Click on the three-dot icon.
Click on Export.
Afterward, a CSV file will be downloaded to your computer.
Note: The payment link overview interface can display a maximum of 500 payment links at a time. Therefore, the exported CSV file also has a maximum of 500 payment links. If there are more than 500 payment links in this interface, you will see the following warning:
Thus, if you need to export specific payment links, you will need to use the search bar and filters to narrow the payment links that are displayed on this interface.
Explanation about the headers in the CSV file
The downloaded CSV file contains several headers - each of them containing specific information about your payment links. Below, you'll find the explanation of each header.