**Introduction**
Running a small or medium-sized business means constantly seeking ways to optimize and streamline processes. If you’re a business owner, service provider, CRM user, coach, or consultant, you’ll appreciate how critical accurate data exportation can be. Recently, HighLevel rolled out an impressive CSV export upgrade focusing on transactions, subscriptions, and orders. This update is a game-changer for those using platforms like Kajabi, HubSpot, and ClickFunnels, and for anyone involved in funnel building or A.I. automation.
**What’s New?**
The latest enhancements to the CSV Export feature include:
**Additions to Transactions CSV:**
– Payment Method
– Currency
– Sub-total
– Discount
– Total Tax Amount
– Late Fees
– Tip Amount
– Coupon Code
– Refund Status
– Refund Amount
– Refund Date
– Tax Name
– Tax Amount
**Additions to Subscriptions CSV:**
– Subscription Start
– Subscription End
– Number of Trial Days
– Trial Start
– Trial End
– Cancelled At
– Payment Method
– Currency
– Sub-total
– Discount
– Total Tax Amount
– Coupon Code
– Total Products
– Line Item Name
– Line Item Quantity
– Line Item Price
– Line Item Discount
– Line Item Subtotal
– Line Item Product ID
– Tax Name
– Tax Amount
**Additions to Orders CSV:**
– Currency
– Sub-total
– Total Tax Amount
– Tax Name
– Tax Amount
Additionally, the field named ‘Amount’ has been updated to ‘Total’ across all three export categories to adhere to industry standards. Currency symbols have been removed from the ‘Total’ field to reflect numeric values more accurately, with a dedicated ‘Currency’ field now included for better reconciliation.
**How to View the Changes?**
To access these updates, follow these steps:
1. Go to Payments > Transactions > Download Icon
2. Navigate to Payments > Subscriptions > Download Icon
3. Visit Payments > Orders > Download Icon
HighLevel has ensured these enhancements are straightforward to locate and use, aligning with the platform’s goal of improving data management.
**What’s Next?**
As HighLevel continues to introduce new features, expect regular updates to the CSV export functionalities to include these advances. Staying in sync with the latest features is part of HighLevel’s commitment to continuous improvement and user satisfaction.
**Conclusion**
This CSV export upgrade is particularly beneficial for those who rely on meticulous data management, making tracking transactions, subscriptions, and orders simpler and more efficient. It’s an exciting time to be a HighLevel user, whether you’re engaged in CRM activities, funnel building, or A.I. automation.
**Call to Action**
Start your 14-day trial with us and get access to our learning community. We build custom A.I. and Automations for businesses. Get in touch today and get your custom-built A.I. and Automations systems.
