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Export Card List

Overview

You can download your full cards list as a CSV file directly from the Cards page. The export includes all card details and respects any filters you have active, so you only export what you need.

This is useful for:

  • Reporting and reconciliation across your card portfolio

  • Identifying cards by issuance period or account

  • Auditing spending limits across your team


Who Can Use This

The CSV export is available to users with Owner, Admin, or Accountant access.


Exporting Your Cards as a CSV

  1. Go to the Cards page in the AlephPay admin app.

  2. Apply any filters you want to narrow the export (optional). The Download button will show how many cards will be included.

  3. Click the Download button in the top-right corner. The CSV file will be generated and downloaded to your device.

The file is named: YYYY-MM-DD_HH-MM-SS_cards_[organization-name].csv

Note: If the Download button appears inactive, your organization has no cards yet.


What Is Included in the Export

The CSV includes all card details: cardholder name, card name, card type, status, spending limit, limit frequency, card account, issuance date, and more. Columns for optional modules (Teams/Projects, Controls, Custom Fields) are only included if the respective module is enabled for your organization.


Troubleshooting

The Download button is greyed out

Your organization has no cards yet. Create at least one card to enable the export.

The Card Account filter is not visible

This filter only appears if your organization has more than one card account.

The CSV file shows unexpected characters when opened in Excel

Use Excel's Data > Get Data > From Text/CSV import instead of double-clicking the file.

Some columns are missing from the CSV

Columns for Teams/Projects, Controls, and Custom Fields only appear when the corresponding module is enabled.


FAQ

Can I export cards for a specific date range?

Yes. Use the Issued date filter to select a date range before clicking Download.

Does the export include terminated or cancelled cards?

The export reflects whatever is shown based on your active Status filter. Select "Terminated" in the Status filter to include terminated cards.

The exported file uses semicolons instead of commas. Is that correct?

Yes. The separator follows your locale setting (semicolons for German, commas for others). Both are valid CSV formats.

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