BASA HELP

How do I export my deal and payment data?

Deal information and payment confirmation come from different records. Use the campaign’s available export for deal information, and your finance system for payment confirmation.

Before sharing an export

  1. Open the campaign and check whether Export is available in your account.
  2. Inspect the downloaded columns rather than assuming it contains all contract or payment fields.
  3. Compare needed figures with the source deal.
  4. Share only information the recipient is authorized to receive.

If you need a field that is not included, ask Support which export is supported for your account.

Related help

Still need help?

For a question about a deal, contact the person who sent it. For product help, submit a support ticket and the Basa team will respond.

Contact Support