Exporting Data
Export client submissions and documents for your records, integration with other systems, or compliance requirements. Infile makes it easy to get your data out in the format you need.
Export Formats
Choose the format that best suits your needs:
- PDF Export: Generate a complete, formatted PDF of the submission including all field responses and embedded documents. Perfect for client files, printing, or email. The PDF includes your branding and is professionally formatted.
- CSV Export: Export submission data to a spreadsheet format for analysis in Excel, Google Sheets, or database systems. Each field becomes a column, making it easy to sort, filter, and analyze data across multiple submissions.
- ZIP Archive: Download all uploaded files in a single compressed archive. Files are organized by client and request, with clear naming conventions. Ideal for backing up documents or transferring to another system.
- JSON Export: Export raw data in JSON format for developers integrating with other systems. Includes all metadata, timestamps, and relationships.
Bulk Exports
Export multiple submissions efficiently:
- Filter Before Export: Use filters to select specific submissions by date range, client, template, status, or tags. Only export the data you need.
- Scheduled Exports: Set up automatic exports that run daily, weekly, or monthly. Exports are emailed to you or saved to cloud storage (Dropbox, Google Drive, OneDrive).
- Batch Processing: Export hundreds of submissions at once. Large exports are processed in the background and you receive a download link when ready.
- Custom Field Selection: Choose which fields to include in CSV exports. Exclude sensitive fields or include only the data you need for specific reports.
Integration Options
- API Access: Use the Infile API to programmatically export data and integrate with your existing systems. Available on Pro and Enterprise plans.
- Webhooks: Receive real-time notifications when submissions are received. Automatically trigger exports or data syncs to other systems.
- Native Integrations: Connect directly with popular tools like QuickBooks, Salesforce, and practice management software.
Data Retention Tip: Export important submissions before archiving or deleting them. While archived data can be restored, having local backups provides extra security.