Export Data:

Depending on the data you would like to export, you can click on the appropriate link on the left side of the screen in the Export Data menu:


  • Merchant Account Charges
  • Clients
  • Invoices
  • Hours & Fees
  • Recurring Fees
  • Users

Clicking on "Clients", for example, will give you the option to export your client list to Excel, CSV, or as a Text file. The same process would be applied to Invoices, Hours & Fees, Recurring Fees, etc...