Tranch makes it easy to export data from the platform. Outlined below are several sources of data that can be exported, tips for doing so, and the format of data once exported.
Invoices details can be exported from Tranch at any time. To do so, navigate to the Invoices page as seen above. When ready to export, select the ‘Export’ button at the top right of the page next to the search bar.
The export button automatically triggers a download of invoice details in CSV format, example shown above. A downloadable version of the file shown above is attached below.
Tranch Invoice Export - Example Data
Similar to invoices, payments can be exported from Tranch at any time using the same process. Navigate to the Payments page using the lefthand navigation menu and when ready, select ‘Export’ at the top right of the page.
The export button automatically triggers a download of payment details in CSV format, example shown above. A downloadable version of the file shown above is attached below.
Tranch Payment Export - Example Data
Questions about exporting data from Tranch? Reach out to your dedicated Tranch Account Manager or send our support team an email at [email protected] or your dedicated VIP Partner inbox.