Data Export

Written By Tess Hoogeboom

Last updated About 9 hours ago

In TriFact365, you can export data from various locations. As long as your subscription is active, you have access to the export functions for the documents and data you have processed.

What data can you export?

Documents

You can export all submitted documents, such as:

  • Invoices

  • Receipts

  • Other files

Export by Screen

In various screens of TriFact365, you can export the different columns to Excel (.xlsx). You can export a single page or all pages, including the associated attachments.

Screen

File type

Fields

All received documents

PDF

Received on, Received from, Email address, Source, Type, Document, Processed, Note

Received emails

PDF or original file format

Received on, Sender, Subject, Processed attachments

All documents to be processed

PDF

Created on, Type, Document, Status, Booking number

All processed documents

PDF

Type, Contact, Invoice Number, Invoice Date, Period, Posting Number, Subtotal, VAT, Total

Settings Exports

You can export various settings overviews to Excel (.xlsx). You can export either a single page or all pages.

Overview

Fields

Administration Settings

Administration, Mailbox, Link, Authorisation, Confirmation, Entry before Confirmation, Email Reminder

Link Settings

Description, Accounting package, Status

Authorisation Schedules Settings

Description, Users, Stages, Number of administrations

Confirmation Schedules Settings

Description, Users, Stages, Number of administrations

Archive Export

Would you like to receive a complete export of the archive? We can provide this upon request for each administration.

An archive export contains:

  • An overview of all entries as shown in the archive (excluding history).

  • For each administration, a folder containing the corresponding PDF files of the entries.

Depending on the size, the archive export is delivered as one or more ZIP files.

How does a data export work?

There are two ways to export data from TriFact365:

Exporting from a screen

Use the Export function on the relevant screen to download data as an Excel file (.xlsx). If available, the corresponding documents are included.

Requesting an archive export

For a complete archive export, please contact us at support@trifact365.nl. The Owner or Administrator of the TriFact365 account should email the following information (along with the request for an archive export):

  • The four-digit customer number (found on every invoice).

  • The name(s) of the administration(s) for which an export is requested.

  • The email address to which the export should be sent.

Costs

Using the standard export options, switching is free of charge (Switching and Data Portability Terms and Conditions, Article 6.1 and Annex A.4).

The cost of the archive export is €80, excluding VAT, per 10 administrations.

What is not included in a data export?

The following components are part of TriFact365’s internal operations and are therefore not exported:

  • the recognition models and AI patterns

  • History (the audit trail for the journal entries)

  • the underlying configuration logic of workflows, authorisation schedules,

  • confirmation schedules, posting rules, and automation rules (overviews of your own

    configuration can be exported)

  • technical system, infrastructure, and security settings

  • authentication tokens, session data, and other internal data that you did not enter

Excluding this data does not hinder the migration process: your substantive data and documents, along with the overviews of your own configuration, are fully available.