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Export

With Payrexx, it is possible to export transactions as CSV or Excel files and have them sent via email. A wide range of filtering options is available.

To export transactions, navigate to Payments > Transactions and click on "Export".

Exporting transactions from Payrexx into a CSV or Excel file.

Capturing And Utilizing Export Profiles

In the next step, select the desired export profile. An export profile defines which information should be exported and arranged in columns in the CSV or Excel file.

  1. All columns: If you choose the "All columns" profile, all available information about the transactions will be exported.

  2. Add profile: If you click on "Add profile", you can choose which information to export. You can save these settings in a specific profile to easily reuse them for future exports.

  3. You can find your existing, self-created profiles in the list. To export according to the definitions from a specific profile, simply click on the respective profile

Configuration options for a transaction export from Payrexx

Email with download link

As soon as the export file is ready, you will receive an email from Payrexx with a link to download the file.

The file will be sent to the email address of the currently logged-in user. To learn how to send the export to a different email address, please refer to the next section.

Please note that this process may take up to an hour depending on the volume of data (in some cases even longer).

Send Export to an Alternative Email Address

If you do not wish to have the export sent to the email address associated with your user account, but instead to an alternative email address, please proceed as follows:

  1. Navigate to Payments > Transactions.

  2. Apply the desired filters.

  3. Click on "Export".

  4. Check the box, enter any email address of your choice, and click the green button:

Sending the transaction export to an alternative email address

Opening Transaction Exports

The export files can be opened in Excel or Google Sheets. If you experience display issues when opening the file in Google Sheets (e.g. incorrect number formatting), please proceed as follows:

  1. Create a new, blank spreadsheet in Google Sheets.

  2. Click on File > Settings.

  3. In the "Locale" field, select "Switzerland".

  4. Click on "Save and reload".

  5. Then click on File > Import and select the desired file.

Custom Exports Thanks to Filtering Function

During an export, the transactions that are visible on the screen are exported. By default, this includes all transactions.

To limit the export to specific transactions, Payrexx offers various filters that you can display by clicking on :

Setting filters to prepare for transaction export from Payrexx

Once you have set the filters, click the green "Apply filter" button to update the transaction list accordingly.

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