Exports

DayZero provides Excel (.xlsx) and CSV export endpoints for downloading business data in bulk. Each returns the file directly — save the response body to disk.

The /api/v1/export/* endpoints work with an API token but are not listed in the public API Reference. For paged JSON access to the same data use the entity endpoints (e.g. GET /api/v1/transactions); for financial statements use Reports.

Export Transactions

Download bank transactions as an Excel spreadsheet. The filters are the same as GET /api/v1/transactions, so the export contains exactly what a filtered list would:

bash

curl "https://api.ondayzero.com/api/v1/export/transactions/excel?start_date=2026-01-01&end_date=2026-03-31" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID" \
  -o transactions.xlsx

Parameters

Parameter	Type	Description
`start_date` / `end_date`	date	Date range (inclusive)
`ledger_id`	UUID	Filter to a specific bank or card ledger
`opposing_ledger_id`	UUID	Filter by the category ledger the transactions were booked to
`source_account_id`	UUID	Filter by the connected bank account
`tag_id`	UUID	Only transactions carrying a tag
`journal_entry_id`	UUID	Transactions linked to one journal entry
`search`	string	Match description, counterparty or amount
`amount_direction`	string	`inflow` or `outflow`
`only_uncategorized`	boolean	Only transactions without a category
`missing_counterparty`	boolean	Only transactions without a counterparty
`review_status`	string	`reviewed` or `unreviewed`
`reconciled`	boolean	`true` only reconciled, `false` only unreconciled
`posted_status`	string	`posted` or `pending`
`source`	string	`plaid`, `ramp`, `bulk_upload`, `manual`, `xero`, `quickbooks`, or a comma-separated combination
`sort_by` / `descending`		Row ordering
`days`	integer	Deprecated — use `start_date` / `end_date`

Large exports

Building a very large workbook inside one request can time out. Queue it as a background job instead:

bash

curl -X POST "https://api.ondayzero.com/api/v1/export/transactions/excel/jobs?start_date=2025-01-01&end_date=2025-12-31" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID"

The 202 response carries a task_id. Poll GET /api/v1/tasks/task/{task_id} until data.status leaves running — SUCCESS or FAILURE (data.progress reports how far along it is; NOT_FOUND comes back with HTTP 200 if the task id is unknown). On success data.result.download_link is a ready-to-use GET /api/v1/reports/download?s3_key=… URL that streams the workbook with your normal API headers. Same filters, same rows, same workbook as the synchronous endpoint.

Export Chart of Accounts

bash

curl "https://api.ondayzero.com/api/v1/export/ledgers/excel?status=active" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID" \
  -o chart-of-accounts.xlsx

Optional filters: status (active / inactive), name (contains), ledger_type (asset, liability, equity, revenue, expense). The workbook includes a full chart-of-accounts sheet plus an import-template sheet laid out for the dashboard's chart-of-accounts import. Via the API, ledgers are created one at a time with POST /api/v1/ledgers or as a whole chart with POST /api/v1/ledgers/apply-coa — see Ledgers.

Export Customers and Vendors

bash

curl "https://api.ondayzero.com/api/v1/export/customers/excel" \
  -H "Authorization: Bearer dz_your_token_here" \
  -H "x-business-id: YOUR_BUSINESS_ID" \
  -o customers.xlsx

GET /api/v1/export/vendors/excel does the same for vendors.

Export Orders, Projects and Contracts

Endpoint	Contents
`GET /api/v1/export/orders/excel` (or `/csv`)	Purchase orders (see Inventory)
`GET /api/v1/export/o2c-orders/excel`	Order-to-Cash order forms
`GET /api/v1/export/contracts/excel` (or `/csv`)	Order-to-Cash contracts
`GET /api/v1/export/projects/excel`	Job-costing projects
`GET /api/v1/export/invoice-line-items/csv`	One row per invoice line item joined to its customer, project, contract and order — a single flat table to pivot instead of stitching several exports together

Financial Reports

For financial statements (P&L, balance sheet, trial balance, aging, etc.), use the Reports API, which generates CSV, Excel and PDF output asynchronously.