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Configure scheduled exports

This feature is optional and can be enabled independently of the inbound flow. The outbound format is independent from the inbound format: a client can send CSV and receive XLSX. Agree the outbound folder, format, frequency, run time, and time zone. Use a sortable name such as:

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Understand XLSX exports

An operational XLSX export contains:
  • Créance, for human review, with debts and follow-up subrows;
  • Data, for automated integration, with one row per debt and follow-up combination.
The sample workbook’s Notes sheet is documentary and is not guaranteed in generated exports.

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Understand CSV exports

The CSV export is a flat UTF-8 file with BOM and semicolon delimiter. It contains one row per debt and omits XLSX follow-up subrows. To make reconciliation with an inbound file easier, the header starts with ID, then Invoice Reference, Internal ID, and Debtor Reference. Shared import/export fields then follow the inbound order as closely as possible: identity, contacts, address, debt, amounts, and status. Export-only columns come afterwards.

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Understand column availability

The published French sample exposes the same 66 headers in both operational XLSX sheets:
  • Créance shows one main row per debt followed by its optional follow-up subrows;
  • Data shows one row per debt/follow-up combination, or one debt row when no follow-up exists.
The published French CSV sample exposes 61 headers and one row per debt. These counts cover standard columns before any client-specific fields are appended. Generated export labels follow the export locale. Their meanings and availability remain those in the dictionary below. A blank calculated field generally means that the debt has no corresponding value, event, dispute, or payment plan.

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Identification, debtor, and debt

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Amounts, status, and activity

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Disputes, payments, and installments

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XLSX follow-up details

These nine fields are populated on Créance subrows and corresponding Data rows. They are blank on a debt row with no follow-up.
The export may append client-specific columns from extra imported variables and configured collected fields. Their labels come from the client configuration and they are outside the 61/66 standard columns.

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Exported follow-up statuses

Debt exports can contain the debt statuses En attente, En traitement, En cours, Résolu, Partiel, Soldé, En pause, Repris manuel, Incorrect/bloqué, Messagerie, Échoué, and Archivé. They describe the case state and are distinct from the follow-up statuses below. Statut relance can include:
  • Planifié, En attente, En cours, Envoyé, Livré, Lu, or Reçu;
  • Messagerie, Accord trouvé, Accord non trouvé, or Comportement injurieux;
  • Appel échoué, Annulé, Email invalide, Plainte spam, Ignoré (préférence), or Action évitée.
These values describe an interaction and are distinct from the debt status.

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Payment plans

When a concrete payment schedule exists, Accord de paiement uses:
Each installment follows #N=AMOUNT@YYYY-MM-DD:
If installments have not yet been generated, the column may contain a readable description. Dedicated duration, start, and amount columns remain authoritative.

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