The data exports feature can be used to export Cards and Orders data from your Toggle account in CSV (comma-separated values) file format - super useful for your accounting department and for sales analysis.

To access the Data Exports, click Data in the Sidebar.

Choose from the Cards, Orders, Balance Adjustments, Discounts and Emails options to switch between exporting data for cards, orders, balance adjustments, discounts and emails.

Choose a date range for your data by clicking the date picker field. Data can be exported using a date range of up to 365 days. If you require data for a period longer than this, you can queue multiple exports.

Click the Add to queue button to prepare the export.

When an export has been added to the queue, it will show in the Available exports list. If the export is still processing, it will have a pending label next to it.

When the export is ready to be downloaded, a green download button will appear. You'll need to refresh the page to see if it's ready to download or not.

Click the green download button to download the file.

Exports are available for a period of 24 hours after you initially queued the export. Once an export has expired, it will be automatically removed from the list of available reports.

Available Data

If you export Cards, the CSV file will contain the following headers:

  • Card ID
  • Creation Date (UTC format)
  • Card Unique Code
  • Unique Code Alias
  • Gift Name
  • Order ID
  • Current Balance
  • Recipient Name
  • Recipient Email
  • First top up value
  • First top up reversed
  • Sold in site
  • Last redemption date
  • Last redemption value
  • Last redemption site
  • Transaction discount types
  • Transaction discounts value
  • Transaction promotions
  • Card initial balance discount value
  • Consent type

If you export Orders, the CSV file will contain the following headers:

  • Purchaser Name
  • Purchaser Email Address
  • Order ID
  • Order Creation Date (UTC format)
  • Merchant Transaction Reference
  • Merchant Name
  • Total Order Value
  • Postage Value
  • Discount Value
  • Sales Channel
  • Status Order
  • Consent Type 

If you export Balance Adjustments, the CSV file will contain the following headers:

  • Card ID
  • Line Item ID
  • Gift Name
  • Experience Description
  • Unit
  • Toggle Card Unique Number
  • Line Item Type (e.g. Sale, Redemption, Breakage etc.)
  • Value
  • Adjustment Date (UTC format)
  • Merchant
  • Order ID
  • Sales Channel
  • Fulfilment Method
  • Notes
  • User
  • Transaction ID
  • Merchant Transaction Reference
  • Total Associated Transaction Value
  • Postage Price
  • Transaction Discount Value
  • Reverse Line Item ID
  • Reverse by Line Item ID

Your accounts team might find the ‘Balance Adjustments’ report particularly useful, as this represents each transaction that took place in a given date range.

If you export Discounts, the CSV file will contain the following headers:

  • Discount ID
  • Discount Value
  • Discount Type
  • Promotion campaign name
  • Promotion code used
  • Order ID
  • Transaction ID
  • Line Item ID
  • Fulfilment ID
  • Transaction date

If you export Emails, the CSV file will contain the following headers: 

  • First name
  • Last name
  • Email
  • Recipient 
  • Purchaser
  • Consented at

You'll find the 'Emails' report particularly useful to find out who has opted in for marketing consent. 

Troubleshooting common issues with data exports

Cannot open file

Toggle archives the downloaded CSV using Zip, a compression method.

Before opening the downloaded file, you will need to unarchive it.

To unarchive a Zip file on Windows, read more here:

To unarchive a Zip file on Mac, double click the Zip file. Any files contained within the Zip will appear in the same folder (most likely your "Downloads" folder). 

You can then open the CSV (not the Zip file) in a spreadsheet program such as Microsoft Excel.

Why are there multiple files in my export?

Toggle splits the data export across multiple CSV files if there are more than 10,000 lines of data returned for the given date range. If you want to combine the CSVs you can do this with a spreadsheet program such as Microsoft Excel.

My download is still showing as Pending

You may need to refresh the page in your browser to see if it's ready to download or not.

The figures don't add up across a date range

Note that dates shown in downloads are in UTC format, so are not adjusted for your current timezone e.g. BST. 

The card numbers look strange

If you open a CSV file in a spreadsheet program such as Microsoft Excel, it can truncate the values. When a CSV file is opened in a spreadsheet program, it automatically converts it and alters the content so it can read the file. 

To prevent this happening, you can use Excel's Import functionality to correctly import the data without automatic conversion. 

In the data tab under Get External Data click From Text and select your CSV file.  In the Wizard that appears, you can choose the data type for each column. Choose 'Text' for the card number.

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