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The CSV Export Builder

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Written by Anna Dziurosz
Updated this week

This guide explains how you can build a custom CSV export from Moss.

Whether you're working with your accountant for the first time or managing recurring monthly reports, this set of articles will walk you through how to prepare, create, and refine your CSV exports β€” step by step.

What is in the guide?

  1. Learn what information to collect from your accounting team before setting up your export template.
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  2. Build your CSV in Moss, using either preset templates or a fully custom setup β€” no tech knowledge required.

  3. Understand all the available fields, what they mean, and how to apply light customizations like merging fields or renaming values.


Not Sure Where to Start?

Start at the beginning β€” it will help you ask the right questions internally, so your export matches your business and technical needs from the start.

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