CSV Export

The configurable CSV export: transport targets, export profiles and their fields, and the lookup tables that map invoice values onto export values.

📄️List available fields

Source fields available to add to a profile of the given type.

📄️List lookup tables

Get all configured lookup tables.

📄️Create a lookup table

Create a new lookup table (rules are added separately).

📄️Test a lookup table against an invoice

Dry-run a draft lookup table and its (possibly unsaved) rules against one invoice's row(s) without persisting anything. Returns per-row match diagnostics.

📄️Delete a lookup table

Soft-delete a lookup table (cascades to its rules).

📄️Get a lookup table with its rules

Get a lookup table by code, including its ordered rules.

📄️Update a lookup table

Partially update a lookup table's metadata or behavior.

📄️List rules for a lookup table

Ordered list of rules belonging to a lookup table.

📄️Add a rule to a lookup table

Append a new rule to the lookup table; outputs must cover every declared output field.

📄️Delete a lookup rule

Remove a rule from a lookup table.

📄️Update a lookup rule

Partially update a lookup rule; merged result must still cover every declared output field.

📄️Get export method

Get the current FI export method (DATEV, DATEV_REWE, CSV, EMAIL, or SAP) and whether the accountant booking proposal is enabled for the tenant.

📄️Set export method

Set the FI export method (DATEV, DATEV_REWE, CSV, EMAIL, or SAP).

📄️List CSV export profiles

Get all configured export profiles with their field counts.

📄️Create CSV export profile

Create a new export profile (fields are added separately).

📄️Preview CSV export profile

Renders a draft profile against real tenant data. Returns structured rows for table rendering plus the raw CSV for the raw-data toggle and sample download.