> ## Documentation Index
> Fetch the complete documentation index at: https://docs.recordengine.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Exporting Data

> How to get data out of RecordEngine — webhook export, CSV, PDF reports, and the original file.

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.

***

## Export Methods at a Glance

| Method                | Best for                                  | Output                                |
| --------------------- | ----------------------------------------- | ------------------------------------- |
| **Webhook Export**    | Real-time integration with accounting/CRM | JSON payload to external system       |
| **CSV Export**        | Spreadsheet analysis, bulk data review    | `.csv` file with all extracted fields |
| **PDF Report**        | Compliance submissions, audit packages    | Formatted `.pdf` document             |
| **Download Original** | File archive, sending to a third party    | Original uploaded file, unmodified    |

***

## 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.).

### 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**

### 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](/api-reference/webhooks) for the full payload schema and authentication details.

<Tip>
  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.
</Tip>

***

## 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.

### 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

### What's included in the CSV

| Column             | Content                                       |
| ------------------ | --------------------------------------------- |
| `id`               | RecordEngine document ID                      |
| `filename`         | Original filename                             |
| `status`           | Current status                                |
| `contact`          | Contact name                                  |
| `folder`           | Folder name                                   |
| `confidence_score` | AI confidence (0–100)                         |
| `created_at`       | Upload 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.

### 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**.

***

## 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

<Info>
  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.
</Info>

***

## 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](/user-guide/document-versioning).

***

## Exporting via the API

All export operations are available programmatically:

```bash theme={null}
# 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](/api-reference/documents) for the full reference.

***

## 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:

* [QuickBooks Integration](/integrations/quickbooks)
* [Xero Integration](/integrations/xero)