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What are the benefits of the Custom Template Export feature?

This feature offers you many benefits:

  • Save time: Don’t spend time editing data exports to match your accounting or financial system’s rules and requirements. Simply create a custom template once and use it every time you export data.
  • Reduce errors: Manually adjusting exported files can lead to input errors. When you use a custom template, your exported files don’t need any adjustments which means the risk of errors is reduced.
  • Improve data accuracy: Custom templates improve accuracy by ensuring that exported files contain all the fields you need and data in the correct format.
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