CSV Exports

CSV exports are the download tools for sending Purchasing data to another accounting process. They let you export bills, supplier contacts, and payments in the format your team chooses.

Where CSV exports fit

Export What it includes
Bills Export Posted or synced invoice data.
Contacts Export Supplier contact records.
Payments Export Generated payment file lines.

Export bills

  1. Go to Purchasing → Accounting Exports.
  2. In Bills Export, choose the format.
  3. Add a From and To date if you want to limit the period.
  4. Click Download Bills CSV.

Export contacts

  1. Go to Purchasing → Accounting Exports.
  2. In Contacts Export, choose the format.
  3. Click Download Contacts CSV.

Export payments

  1. Go to Purchasing → Accounting Exports.
  2. In Payments Export, choose the format.
  3. Add a date range if needed.
  4. Choose a company if you only want one company in the export.
  5. Click Download Payments CSV.

Things to know

  • Bills export only includes invoice records that have already been posted or synced.
  • Payments export is built from generated payment file lines, not from every purchase order in the system.
  • The export format you choose changes the structure of the CSV.

Next article

Integration Settings

Integration Settings is the Purchasing admin page for connecting accounting platforms and controlling how OpsOS maps records across to them. It is where you con

Continue →

Related articles

Purchase Orders

Purchase orders are the records you use to request, approve, and track purchases in OpsOS. They hold the supplier, line items, approval status, and settlement p

Approval Groups

Approval groups are the sign-off rules used when a purchase order or estimate is submitted. They decide who needs to approve, in what combination, and when extr

Suppliers

Suppliers are the companies you buy from in Purchasing. A supplier record stores the contact details, address, bank details, compliance documents, and linked pu

Templated Lines

Templated lines are saved purchase order lines you can reuse when the same costs come up regularly. They help you build purchase orders faster and keep repeated