Overview
If you need to export critical data from Subi for analysis, reporting, or operational purposes, the Export Builder is designed for you. With the Export Builder, you can export key subscription, customer, order, and billing details as CSV files that can be opened in spreadsheet tools like Excel or Google Sheets.
This article walks you through every step, from accessing the Export Builder to downloading your data.
Accessing the Export Builder
To get started:
Go to your Subi panel.
In the left-hand navigation menu, click on Settings, then select Data export.
You’ll now see the Export Builder interface, where you can choose which type of data you’d like to export.
Selecting the Data to Export
The Export Builder lets you export several types of data:
Subscription contracts (.csv): Includes active, canceled, expired, paused subscriptions, or a changes log.
Customers (.csv): Includes customer information and contact details.
Orders (.csv): Contains order details linked to subscriptions.
Billing attempts (.csv): Includes processed, failed, or retried billing attempts.
Step-by-Step Guide to Exporting Data
1. Choose the Data Type
Under the section labeled Which data are you looking for?, select the type of data you wish to export.
For example, to export subscription contracts, select Subscription contracts (.csv) and choose your desired filters (such as All, Active, or Canceled).
2. Set the Date Range
Use the Date range section to define the time period for your export. By default, the last 30 days is selected.
To change the date range, click Change date range and select your preferred start and end dates.
To export all historical data, check the box labeled Export entire data history.
3. Export the Data
Once you’ve selected the data type and date range, click the Export button.
The system will generate a CSV file and automatically download it to your computer.
Available Exports
To view a complete list of export options and data fields, see our detailed guide:
Available exports in the Subi Export Builder
Tips for Using the Export Builder
Filter by Data Type: Use filters such as subscription status or billing attempt type to narrow your exports and avoid unnecessary data.
Large Exports: For large data sets, set a specific date range to keep loading times manageable.
File Format: All exports are in CSV format, ready for use in Microsoft Excel, Google Sheets, or similar tools.
FAQs
Q: How often can I export data?
A: You can export data as often as needed. There are no limits on the number of exports.
Q: Can I automate exports?
A: Automation is not currently available; exports must be started manually each time.
Q: Can I access my data if I no longer have access to my subscriptions?
A: Yes, even if you don’t have access to your subscriptions, you can still request your subscription data by contacting our customer care team. They will assist you in retrieving your information.
Next Steps
For more on managing and analyzing your subscription data, check out these related resources:
How do I manage subscription contracts in Subi?
Learn more about subscription plan details and how they relate to exportable data.How do I view order history for a customer?
Find out how to access detailed customer order and billing histories.
Need Help?
Feel free to contact our support team. We're here for you anytime:
Live Chat: Message us from within the Subi app or your Shopify Admin.
Email: Reach us at [email protected].