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PARSER GUIDES

Exporting Data

Work With Documents

Export your extracted data

Download extracted data as XLSX, CSV, JSON, or XML.

Open Export Data

Open a parser's Document Inbox and click Export Data above the data table.

Screenshot placeholderguide-guides-managing-data-exporting-data-01-live-document-inbox.webpRequired PARSER view: Document Inbox showing the Export Data button above the data tableFuture alt text: Document Inbox showing the Export Data button above the data table

Choose the file

For a normal spreadsheet:

1. Choose XLSX or CSV under Format.

2. Choose All Fields and Tables (Flatten) under What to export.

3. Choose a Date Range when needed.

Screenshot placeholderguide-guides-managing-data-exporting-data-02-export-data-dialog-clean.webpRequired PARSER view: Export Data dialog with format and export choicesFuture alt text: Export Data dialog with format and export choices

Choose columns

Click Customize next to Columns when you only need part of the extracted data. Select the columns to include, then click Done.

When Markdown parsing is enabled, exports include a markdownUrl metadata column. You can include or remove this column with Customize.

Screenshot placeholderguide-guides-managing-data-exporting-data-03-export-data-dialog-clean.webpRequired PARSER view: Export Data dialog with Customize open, selected columns, and Done buttonFuture alt text: Export Data dialog with Customize open, selected columns, and Done button

Download

Click Download and open the file on your computer.

Screenshot placeholderguide-guides-managing-data-exporting-data-04-export-data-dialog-clean.webpRequired PARSER view: Export Data dialog showing the Download buttonFuture alt text: Export Data dialog showing the Download button

Quick choices

What you need

Choose

A normal spreadsheet

XLSX or CSV

Fields without table rows

All Fields

Fields and tables in one sheet

All Fields and Tables (Flatten)

A separate sheet for each table

XLSX -> All Fields and Tables

One table only

Table: \[name\]

Data for another system

JSON or XML

Use Add table name before column names when different tables contain columns with the same name.

Export only some documents

  • Apply a folder, status, date, or search filter before clicking Export Data.
  • Or select individual rows and use Bulk Actions -> Export Selected.
  • For one document, open it and use More (⋮) -> Export data.

For automatic delivery to Google Sheets, email, or another app, use Integrations.

Document View TabsUnderstanding the different views in the document viewerOpen guide → OverviewUnderstand how Reviews & Approvals worksOpen guide →