Exporting Subscription Data to a CSV File

Overview

You can export your subscription data from the CRM into a detailed CSV file. This is useful for tracking revenue, analyzing customer retention, managing billing, and maintaining compliance records. You can export all subscriptions in your account or use filters to download a specific subset. The exported file is sent to your email as a secure download link, which remains valid for 7 days.

How to Export Subscriptions

Follow these steps to download your subscription data:

1. Navigate to the Payments section and select Subscriptions.
2. Optionally, use the available filters to narrow down the list. You can filter by subscription status (e.g., Active, Canceled, Past Due), product type, customer information, payment provider, currency, or date range.
3. Click the Download button.
4. Check your email inbox for a message containing the download link. Click the link to instantly download the CSV file to your computer.

If the link expires, you can simply generate a new export from the Subscriptions dashboard.

Understanding the Data Format

To ensure precise reporting, the export file breaks down each subscription into individual rows for every product (line item) and applicable tax. This means a single subscription with multiple products or taxes will appear across multiple rows in the CSV. All rows for the same subscription will share the same Subscription ID.

Tip: When analyzing the data in a spreadsheet application like Excel or Google Sheets, group your calculations by the Subscription ID column to avoid double-counting subscription totals.

Data Consistency

The export is designed for reliable analytics and auditing:

• A value of 0 is used only when a field applies and the value is genuinely zero.
• A blank cell appears when a field does not apply to that record (e.g., trial-related fields are blank if no trial exists).
• The column order remains consistent across exports to support pivot tables, data imports, and business intelligence tools.

Column Reference Guide

The CSV file includes the following columns to provide a comprehensive view of your subscription data:

• Subscription id: The unique internal identifier for the subscription.
• Location id: The identifier for the sub-account.
• Customer id: The system identifier for the customer.
• Customer name: The display name of the customer.
• Customer email: The email address associated with the subscriber.
• Customer phone: The phone number stored for the subscriber.
• Subscription start: The date the subscription was created.
• Subscription end: The end date if the subscription has been canceled or expired; blank if it is still active.
• Number of trial days: The length of any applied trial period; blank if no trial was used.
• Trial start: The first day of the trial period; blank if no trial.
• Trial end: The date the trial period ended; blank if no trial.
• Cancelled at: The timestamp when the subscription was canceled; blank if not canceled.
• Payment method: The method used for the most recent successful charge.
• Currency: The currency used for the subscription.
• Sub total: The total amount before discount and exclusive taxes (does not include setup fees).
• Discount: The discount amount applied (e.g., from a coupon).
• Total tax amount (excluded in prices): Taxes applied on top of the base price (does not include setup fees).
• Total tax amount (included in prices): Taxes that are included within the product price (does not include setup fees).
• Total amount: The final charge amount after discount and taxes (does not include processing charges).
• Coupon code: The code of any applied coupon.
• Status: The current state of the subscription (e.g., Active, Past Due, Cancelled).
• Live mode: Indicates if the subscription is a live transaction or a test (Yes/No).
• Source type: The origin of the subscription, such as a Funnel or Store.
• Source sub type: A more specific classification of the source.
• Source id: The internal identifier for the checkout source.
• Source name: The display name of the source.
• Payment provider: The payment processor used (e.g., Stripe, PayPal).
• Connected account: The provider account used for billing.
• Transaction date: The date of the last successful renewal transaction.
• Transaction time: The time of the last charge.
• Timezone: The system timezone for the transaction.
• Total products: The count of products tied to the subscription.
• Line item name: The title of the product.
• Line item quantity: The quantity of the product.
• Line item price: The price per unit of the product.
• Line item discount: The discount applied specifically to this product.
• Line item subtotal: The subtotal for the product before tax and fees.
• Line item product id: The reference ID for the product.
• Tax name: The label for a specific tax.
• Tax amount: The tax portion allocated to a specific line item.
• Last paused on date: The timestamp of the most recent pause.
• Resumed on date: The date the subscription was resumed from a paused state.
• Pause end date: The projected end date of the most recent pause.
• Processing charge name: The name of any additional fee (e.g., Platform Fee).
• Processing charge amount: The value of the additional charge.

Example of Multi-Row Subscription Data

To illustrate the multi-row format, consider a subscription with three different products. If two of the products have exclusive taxes applied, the CSV will generate multiple rows: one for each product and additional rows for each tax associated with those products. All rows will share the same Subscription ID, allowing you to group them for a complete view of the subscription.

Frequently Asked Questions

Why does one subscription appear as multiple rows in the CSV?

Each product (line item) and tax is listed on a separate row to ensure accurate product-level and tax-level reporting. This level of detail is necessary for precise analytics.

Are canceled subscriptions included in the export?

Yes, canceled subscriptions are included by default. You can use the status filter on the Subscriptions dashboard to exclude them if needed.