Exporting Data: CheckoutOS docs

Data export lets you extract CheckoutOS data for use in external tools like Excel, Google Sheets, BI platforms, or custom analytics systems.

Export Options

Available Formats

CSV — Universal spreadsheet format
Excel (.xlsx) — Native Excel with formatting
JSON — For programmatic use
PDF — Formatted reports for sharing
Google Sheets — Direct export to Sheets

Exporting from Dashboard

Navigate to Data

Go to the dashboard section you want to export.

Click Export

Click the export icon in the top-right corner.

Choose Format

Select your preferred export format.

Configure Options

Set date range, columns to include, etc.

Download

Click download to get your file.

Exportable Data

Orders Data

Export detailed order data including CheckoutOS features:

Orders Export Fields

{
  "export": {
    "type": "orders",
    "fields": [
      "order_id",
      "order_date",
      "customer_id",
      "customer_email",
      "order_subtotal",
      "order_total",
      "checkoutos_revenue",
      "upsells_accepted",
      "bundles_purchased",
      "device_type",
      "traffic_source"
    ],
    "date_range": "last_30_days",
    "filters": {
      "has_checkoutos_feature": true
    }
  }
}

Upsell Performance Data

Upsells Export

{
  "export": {
    "type": "upsell_performance",
    "fields": [
      "upsell_id",
      "upsell_name",
      "product_offered",
      "times_shown",
      "times_accepted",
      "acceptance_rate",
      "revenue_generated",
      "avg_discount_given"
    ],
    "group_by": ["upsell_id", "date"],
    "date_range": "last_90_days"
  }
}

A/B Test Data

Experiments Export

{
  "export": {
    "type": "experiments",
    "fields": [
      "experiment_id",
      "experiment_name",
      "variant_name",
      "visitors",
      "conversions",
      "conversion_rate",
      "revenue",
      "aov",
      "statistical_significance"
    ],
    "include_daily_breakdown": true
  }
}

Scheduled Exports

Set up automatic exports on a schedule:

Scheduled Export

{
  "scheduled_export": {
    "name": "Weekly Performance Export",
    "export_type": "orders",
    "format": "csv",
    "schedule": {
      "frequency": "weekly",
      "day": "monday",
      "time": "06:00",
      "timezone": "UTC"
    },
    "delivery": {
      "method": "email",
      "recipients": ["analytics@yourstore.com"],
      "subject": "Weekly CheckoutOS Data Export"
    },
    "date_range": "previous_week"
  }
}

API Access

For programmatic access, use the CheckoutOS API:

API Export Request

curl -X GET "https://api.chargezen.com/v1/analytics/export" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "type": "orders",
    "date_from": "2025-01-01",
    "date_to": "2025-01-31",
    "format": "json",
    "fields": ["order_id", "order_total", "checkoutos_revenue"]
  }'

API Rate Limits

Export API requests are limited to 100 per hour. For large exports, use the async export endpoint which delivers results via webhook.

Integration Exports

Export directly to third-party platforms:

Supported Integrations

Google Analytics — Send events and transactions
Google Sheets — Automatic sync to spreadsheets
Mixpanel — Event tracking integration
Segment — Customer data platform sync
Looker — BI dashboard integration
BigQuery — Data warehouse export
Shopify Analytics — Native integration

Google Sheets Integration

{
  "integration": {
    "type": "google_sheets",
    "spreadsheet_id": "1abc...xyz",
    "sheet_name": "CheckoutOS Data",
    "sync_frequency": "daily",
    "include_headers": true,
    "append_or_replace": "append"
  }
}

Data Privacy

When exporting data, keep privacy in mind:

Privacy Considerations

PII handling — Email, name, address exports require consent
Anonymization — Option to hash or remove identifiers
Access controls — Limit who can export customer data
Audit logging — All exports are logged
GDPR compliance — Right to erasure affects exports

Sensitive Data

Customer PII exports are logged and may require additional permissions. Consider using anonymized exports when detailed customer data isn't needed.

Best Practices

Export Tips

Export incrementally — Daily exports are easier to manage than monthly
Use consistent naming — Include dates in filenames
Automate where possible — Scheduled exports reduce manual work
Document your exports — Track what data goes where
Clean up old exports — Don't let files accumulate

Exporting Data