Data & integrations: universal exports
Why
The company reuses its data in its own tools (spreadsheet, chartered accountant, other software) without re-entering it. A single definition per dataset serves exports, the API, MCP, and connectors: a user exports only what their list shows them.
How, in the application
Export a list. The “Data & integrations” menu appears only when the module is enabled for the workspace. The “Export” button is available on eight lists: sales invoices, customers, receipts, products, suppliers, supplier invoices, accounting entries, and financing requests. The export applies the filters the list actually uses and covers all matching rows, not just the displayed page.
Compose and track an export. “New export” has five steps: Dataset, Columns, Filters, Format, Preview and start. “My exports” tracks each request: Queued, Running, Ready, Failed, Cancelled, or Expired. The file is downloaded through Tauraco or through a single-use link valid for 60 seconds; it is kept for 30 days, then purged. Default limits: 1,000,000 rows, 500 MB, and 30 minutes per export; 5,000 rows for PDF; an export that exceeds them stops as failed.
Rerun and schedule. An export template can be rerun or scheduled in “Scheduled exports”: daily, weekly, or monthly. The “Export only what changed” option applies a five-minute overlap: a record may appear in two successive files and is deduplicated on its identifier. A schedule that fails for a lasting reason (withdrawn permissions, archived template…) is disabled and its author is notified; a transient error does not disable it.
| Family | Datasets (24 in total) |
|---|---|
| Company and sales | Company profile, customers, invoices and invoice lines, receipts, products |
| Purchasing and treasury | Suppliers, supplier invoices, purchase orders, treasury movements |
| SYSCOHADA accounting | Chart of accounts, journals, entries and entry lines, trial balance, general ledger |
| Inventory | Items, stock movements and balances |
| Financing and security interests | Financing requests, repayment schedules, Collateral deposits |
| Other | Relayed tender notices, document history |
Choose a format. Eight base formats: CSV, Excel (XLSX), JSON, JSON Lines, XML, ZIP archive, PDF (table), and FEC. Business formats: CSV profiles for Sage 100, EBP, QuickBooks Online, Pennylane, and Odoo (“Setup required”); Factur-X CII (“Beta”, not validated); ISO 20022 camt.053 statement, experimental and not validated. The pain.001 credit transfer order is not supported.
Accounting firm. In a client's file, the firm exports only the datasets its mandate covers: accounting datasets (chart of accounts, journals, entries, trial balance, general ledger) from the “Comptabilité seule” (Accounting only) mandate, sales, purchasing and treasury with “Lecture complète” (Full read). The company profile, tender notices, inventory, financing and Collateral deposits are never provided to it. The “Export FEC seul” (FEC export only) mandate opens the export screens, but no current dataset is served under it.
Safeguards
- Personal data (e-mail, phone number, address) is excluded by default. Only an
ERP_OWNERor anERP_ADMINcan include it; a warning is then displayed. Such an export is visible only to users who hold that right themselves in the company, its author included as long as they keep it, with permissions re-checked on every access; a third-party application never sees an export created in Tauraco by a user. - Supplier bank details and internal fields are never exported.
- In CSV and XLSX, formulas are neutralized: an apostrophe is prepended to any text beginning with
=,+,-, or@. - FEC applies only to the French accounting framework (PCG); it is not a SYSCOHADA requirement.
- Amounts are exact, never rounded.
- A download link is personal: it must not be shared.