Export source details

You can export source details from the dashboard to a CSV file.

If you want to use source data outside of LotusPay, you can easily export the details to a CSV file.

1. Click on Sources in the left menu.

2. Click on the eye icon in the top right corner of the table.

3. Apply any required searches, filters and sort orders.

4. Click on the green icon to export the resulting data.

If you're using our API, note that the export headers match the API headers, and the change policy in the API applies to exports too.

We generally do not make backwards-incompatible changes to report headers (unless absolutely necessary e.g. due to a backwards-incompatible change in the NACH system itself). We consider addition of new columns or changing the sequence of columns to be backwards-compatible.

Note: 'Created' date field is actually a date time field. The Created filter shows date, but actually searches for a date time stamp of 00:00 on the selected date. Hence you should enter a To date that is one day beyond what you're actually searching for e.g. to filter for all sources created in the moth of January 2023, select From 1-Jan-2023, and select To 1-Feb-2023.