How to export transactions/lines to csv format? — Cloud Customer Connect
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How to export transactions/lines to csv format?

Summary:

Hi,

We need to export all transactions/lines to CSV format, in CPQ Standard version (doesn't have Report Manager functionality).

Bulk download only exports to XML format.

REST api only export data columns (we need all fields for transactions and lines)

Please advise if it's possible, or we'll need to raise an idea.

Also, if not currently possible to export to CSV, can you help how to convert the XML file into csv/excel format? (I tried using "Data>import from file" in Excel, but didn't work).


Version (include the version you are using, if applicable):

25B

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