Exporting Transactions

How to Export Transactions

There are two ways you can export transactions from Jetpack CRM.

Option 1

1. Log into your site’s WP Admin dashboard.
2. From the top menu on any Jetpack CRM admin page, go to Transactions > Export.
3. Select (check the box), or deselect (uncheck the box), the fields you want to include, or exclude, in the export.
4. Scroll down and click the “Export” button, which will download a CSV file with your selections.

Option 2

1. Log into your site’s WP Admin dashboard.
2. Go to Jetpack CRM > Transactions (or go to Transactions > View All from the top menu on any Jetpack CRM admin page).
3. Select the transactions you want to export, by checking the box next to them.
4. In the “Bulk actions” dropdown list at the top of the page, select “Export Transaction(s)”.
5. Select (check the box), or deselect (uncheck the box), the fields you want to include, or exclude, in the export.
6. Scroll down and click the “Export” button, which will download a CSV file with your selections.