Set up Juni’s custom export format

How to set up Juni’s custom export format to fit your accounting system

Juni wants to provide you with the best exporting experience possible. This is why we have decided to offer a custom export format on top of our pre-made ones. To set it up:

  • Log in to Juni
  • In the main menu, click on Transactions
  • At the top of the page, you can click on Export
  • Choose My templates
  • Click on + Create new template
  • Here you will be able to set up your custom template down to every detail. You can also choose in which column each of the Juni data fields should be exported
  • When you are done click on Save
  • You can now start using this export format every time you export by choosing it in the list

    HubSpot Video