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How do I download Member wallet data?

Download Member Wallet Data

Also searched as: export wallet data, member wallet CSV, download wallet transactions

What This Does

Download a CSV file containing every positive and negative amount added to Member Wallets, whether entered manually or brought in through an import. Open the file in your favorite spreadsheet program to review or archive the data.

How to Download Member Wallet Data

  1. Click on the Membership tab, then the Members tab, to reach the MEMBERS window.
  2. Click on the Members Actions button to open its dropdown menu.
  3. Select Download Invoices or Balance to download the CSV file.

 Understanding the Downloaded File

Each row of the downloaded file represents one transaction and includes:

  • Transaction Timestamp — Date and time the transaction was added.
  • Email — Email address of the Member.
  • Transaction Identifier — Numeric ID assigned to the transaction.
  • Transaction Amount — Positive or negative dollar amount added.
  • Transaction Name — Name assigned to the transaction.
  • Notes — Optional notes entered by an Admin.
  • Is Voided — Whether someone has voided the transaction (TRUE) or not (FALSE).