You can export documents from Dext as a CSV (or PDF/ZIP) to share, analyze, or upload to your accounting software.
Before you export
Use advanced search and filters to refine your selection.
You can export from the Costs or Sales inbox and from the Archive.
Where you can export items
From the Costs or Sales inbox
Export selected items: Use the checkboxes, then go to Tools > Export.
Export everything in the inbox: Leave all items unselected, open Tools, and choose Export all.
From the Archive
Export selected items: Select the documents and click Export.
Export everything in the Archive: Click Export all.
How to export items as a CSV
You can start a CSV export from either the inbox or the Archive. Once the export window is open, follow these steps:
Select the CSV tab.
Choose your CSV format from the dropdown.
Tip: Admin users can create a custom CSV format in Business settings > Exports and then select it in the export window. Learn more here.
3. Choose whether to move exported items to the Archive.
4. Click Export, then click Download when the file is ready.
Troubleshooting CSV exports
Error: “Please set total amount for each of the items in the export”
This means there’s at least one item in your selection with no total amount (not even 0).
To fix it:
Go to Costs > Inbox or Costs > Archive.
Click the Total column to sort by descending total amount.
3. Find the item with no total, open it, and enter a value (0 is allowed).
4. Click outside the field to save the change.
5. Re‑run your CSV export.