Skip to main content

Export Data from Chat

Export your data to CSV or PDF without leaving the chat. The assistant generates the file and delivers it as a direct download.

Export Tools​

ToolFormatData Exported
exportToCSVCSV (compatible with Excel, Sheets, Numbers)Invoices, expenses, quotes, clients, products
exportToPDFPDFFinancial summaries, listings, reports

Usage Examples​

Export Invoices to CSV​

"Export my invoices from January to March to CSV"

The assistant generates a CSV file with all invoices for the period, including: number, client, date, amount, tax, total, and status.

Export Expenses to PDF​

"Export this quarter's expense summary to PDF"

Generates a PDF with the breakdown by category, totals, and period.

Export Clients​

"Export all my clients to CSV"

Includes: name, email, NIF/CIF, address, phone, and total invoiced.

Export Products​

"Export my product catalog to CSV"

Includes: name, description, unit price, unit, tax rate, and SKU.

Available Filters

You can apply filters in natural language:

  • By period: "invoices from Q1", "expenses from March", "this year"
  • By status: "paid invoices", "pending invoices", "drafts"
  • By client: "invoices from Acme SL"
  • By category: "Software expenses", "Travel expenses"
  • By amount: "invoices over 1,000 euros"

CSV Format​

CSV files are generated with:

  • Separator: semicolon (;) — compatible with Excel in Spanish
  • Encoding: UTF-8 with BOM
  • Decimals: comma (,) for amounts
  • Dates: DD/MM/YYYY format

Download Flow​

  1. Request the export in the chat
  2. The assistant processes the data and generates the file
  3. A download link appears in the conversation
  4. Download the file (available for 24 hours)

Next step: Taxes and Fiscal Management from Chat