Exports and files

Internal chat does not generate CSV or PDF downloads. Its export actions are blocked: requesting a file or confirming the request does not create a download.

Choose the right export

Use the export option on the relevant screen. See client import and export, Invoices or the report center for the data you need.

An invoice PDF and a PDF report are different documents. One screen's export support does not mean all collections share formats, filters or columns.

Prepare the task with chat

You can ask for help defining criteria without suggesting the assistant has already read the records:

Prepare a checklist for exporting invoices for a period: workspace, dates, statuses, currency and columns I should review.

Apply those criteria in the export surface afterwards. Chat does not transfer the filters automatically.

Check the file

Before using it, review the period, included records, currency, columns and totals. When opening a CSV, check the separator and how your application interprets dates and decimals.

Formats, columns and separators depend on the screen you export from. Verify the file obtained through the route you used.

Exports through agents

Use the API or MCP only for operations and formats documented and available to your connection. If an agent builds a file from paginated responses, check that it retrieved all necessary records and retained the selection criteria.

Next step: Tax preparation.