With Float’s new CSV builder, you can create custom templates for exporting transactions to any accounting system. Here’s what you can do with Float’s CSV templates:

• Create multiple templates for exporting transactions
• Upload a template to start with OR create a new template from scratch
• Map columns to available fields from Float
• Add custom fields
• Re-order columns
• Rename columns

Related: How To Export Transactions in CSV

Creating CSV Export Templates

Navigate to Settings > Accounting > CSV Export

1. Click “Create a new Template”
2. Give it a name, this will be displayed when you export transactions.
3. Choose the Accounting System this template will be used for. 
4. An optional but recommended step is to upload a CSV template from your accounting system to save time creating fields.
5. This will create your template with all the columns in the CSV.
6. Click Map Fields to get started with your template

Note 💡: Available fields from Float are listed on the left. On the right, are the columns and column names that will be exported in your CSV file.

7. Add Columns to your template by clicking the “Add Columns” button.
   • Available fields are organized by Category to help you find them more easily. You can also search by Categories or Fields.
8. You can change fields by clicking on the ‘Float’ button next to the Field name.
   
   
9. Change the order of fields by dragging and dropping.
10. Where available, change the format of the field by clicking the Format Settings button.
11. Rename the column on the right-hand side, this is the name of the field for export.
12. You can also add a column to your template by inserting it between other columns, clicking “Insert Column”
    
    
13. When you’ve added all the appropriate fields, you can hit “Save &Preview” to get an idea of how the file will look. 
    
    
14. Click Save to save your template.

Exporting using a custom template?

While logged in to your admin portal, navigate to 'Accounting' in the left sidebar

1. Choose “Transaction Export”, then click on the ‘Ready to Export’ stage
   • Note 💡: Ensure the transactions you’d like to export are in the ‘Ready to Export’ stage
2. Select the transactions that you would like to export
3. Hit the 'Export CSV' button

5. Choose the template you’d like to use for exporting your transactions.

6. You can choose to simply download the CSV, or export and move the transaction to ‘Export History'

FAQ

1. I already have a custom CSV, can I keep using it?
   • The custom CSV you use with Float will still be available, in addition to any new templates you create. When you go to export, you will have the option to use Float’s “Standard CSV”, your current “Custom CSV”, or any new templates you’ve created.
     
     
2. How can I request new fields or functionality for the CSV Builder?
   • Our product team would love to hear your feedback! Share your feedback here!
     
     
3. I exported transactions with the customer CSV but the 'Float Transaction ID' field is empty. How do I fix this?
   • If you've exported and see that the 'Float Transaction ID' column is empty, please delete and read the field in the CSV builder and export again. The field may not have saved correctly to the template the first time around.

If you have any further questions, please reach out to support@floatcard.com!