Portal Guides
Settlement Exports
Export settlement data for accounting and reconciliation workflows.
Full MVP
Settlement exports let you download transaction-level data for a specified period, formatted for accounting system import.
Available export formats
| Format | Best for |
|---|---|
| CSV (standard) | Excel, Google Sheets, custom processing |
| CSV (QuickBooks) | QuickBooks Desktop and Online import |
| CSV (Xero) | Xero bank feed import |
| CSV (NetSuite) | NetSuite journal entry import |
Requesting an export
Partner Portal → Reporting → Exports → New Export
- Select date range (max 90 days per export)
- Select merchant(s) or "All merchants"
- Select format
- Click Generate Export
Large exports (> 50,000 transactions) are generated asynchronously. You'll receive an email when the file is ready.
Export via API
Generate exports programmatically:
curl -X POST https://api.cresoracommerce.com/v1/reporting/exports \
-H "Authorization: Bearer csk_test_xxxxxxxxxxxx" \
-H "Content-Type: application/json" \
-d '{
"merchant_id": "mrch_xxxxxxxxxx",
"start_date": "2026-05-01",
"end_date": "2026-05-31",
"format": "csv"
}'Poll the export status or receive export.ready webhook to download the file URL.
Data included in exports
- Transaction ID and type (payment, refund, void)
- Merchant ID and name
- Gross, fee, and net amounts
- Settlement date and batch ID
- Card type and last four (masked)
- Custom metadata fields