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RecordEngine offers four ways to get your data out, each suited to a different use case — automated integration pipelines, spreadsheet analysis, compliance reports, and original file retrieval.

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Export Methods at a Glance

MethodBest forOutput
Webhook ExportReal-time integration with accounting/CRMJSON payload to external system
CSV ExportSpreadsheet analysis, bulk data review.csv file with all extracted fields
PDF ReportCompliance submissions, audit packagesFormatted .pdf document
Download OriginalFile archive, sending to a third partyOriginal uploaded file, unmodified

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Webhook Export

Webhook Export is the primary integration method — it pushes the full structured payload from a processed document directly to an external system (QuickBooks, Xero, Salesforce, your ERP, etc.).

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How to export a single document

  1. Open the document and ensure it has Approved status
  2. In the right panel, click Webhook Export
  3. Status changes to Export
  4. The outbound webhook fires within seconds, delivering the full JSON payload to the URL configured in Settings → Webhooks

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Batch webhook export

  1. In the document list, select multiple Approved documents
  2. Click Batch Export in the batch action bar
  3. All selected documents are set to Export status simultaneously, each triggering its own webhook delivery
See Outbound Webhooks for the full payload schema and authentication details.
If no webhook URL is configured, setting a document to Export status has no effect beyond the status change. Configure your webhook URL in Settings before exporting.

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CSV Export

CSV export gives you a spreadsheet containing the extracted field values for all selected documents — one row per document, one column per field.

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Exporting a selection

  1. In the document list, select the documents you want to export
  2. Click CSV Export in the batch action bar
  3. A .csv file downloads to your browser

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What’s included in the CSV

ColumnContent
idRecordEngine document ID
filenameOriginal filename
statusCurrent status
contactContact name
folderFolder name
confidence_scoreAI confidence (0–100)
created_atUpload date
(profile fields)One column per extracted field in the profile
The extraction profile field columns vary depending on which profile was used for each document. If you export documents from multiple profiles, each profile’s fields appear as separate columns.

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Full database export

To export all documents across all contacts and folders, go to Advanced Search, clear all filters, select all results, and click CSV Export.

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PDF Report

PDF report export produces a formatted document suitable for compliance submissions, client reports, or audit packages.
  1. In the document list, select the documents to include
  2. Click Export PDF
  3. A formatted .pdf file downloads
The PDF includes:
  • Your RecordEngine instance name and export timestamp
  • One section per document showing: filename, status, confidence score, all extracted fields, and AI summary
  • Total document count and summary statistics at the top
PDF report export is separate from the Audit Log PDF export. The document PDF report shows extracted field data. The Audit Log PDF shows the action history. Both are useful for compliance — they cover different aspects of the record.

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Downloading the Original File

The original uploaded file is always stored unmodified in RecordEngine. You can download it at any time:
  1. Open the document
  2. In the right panel, click Download Original
  3. The file downloads exactly as it was uploaded — no watermarks, no modifications
Original files are also accessible for all past versions — see Document Versioning.

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Exporting via the API

All export operations are available programmatically: 
# Get extracted data as JSON
curl "https://YOUR-INSTANCE/api/documents/847" \
  -H "Authorization: Bearer YOUR_TOKEN"

# Trigger webhook export (set status to Export)
curl -X PATCH "https://YOUR-INSTANCE/api/documents/847/status" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"status": "Export"}'
See the Documents API for the full reference.

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Accounting Software Exports

For direct export to accounting software, RecordEngine uses the webhook + automation platform approach rather than native file formats. This gives you more control over field mapping and handles edge cases (missing vendors, tax codes, duplicate detection) than a raw file import would. See the integration guides for step-by-step instructions: