How to Export CSV Data from Dext (Receipt Bank) and Import It into clariBI

Dext (formerly Receipt Bank) is a bookkeeping and expense capture tool that extracts data from receipts and invoices automatically. Exporting your Dext data into clariBI allows you to analyze vendor spending, expense trends, and tax-related costs with AI-powered insights.

What You Can Export from Dext

• Processed receipt and invoice data with extracted amounts
• Vendor and supplier names
• Expense dates and due dates
• Category and account code assignments
• Tax amounts and tax rates
• Currency and payment method details
• Notes and descriptions
• Document status (published, pending, archived)

Export CSV Data from Dext

Method 1: Export from Costs

1. Log in to your Dext account at app.dext.com
2. Click Costs in the left sidebar to view your processed expenses
3. Use the date range and status filters to narrow your selection
4. Select the items you want to export by checking the boxes — or to export everything, leave all items unselected, open the Tools menu, and choose Export all
5. Click the Export button in the toolbar
6. In the export dialog, select the CSV tab and choose the CSV format from the dropdown
7. The file will download with all selected cost item data

Method 2: Export from Sales

1. Navigate to Sales in the left sidebar
2. Filter by date range or status as needed
3. Select items and click Export > CSV

Method 3: Reports Export

1. Go to Reports in the navigation
2. Select the report type you want to generate
3. Set the date range and parameters
4. Click Export to download the report as CSV

Tips for Clean Exports

• Export only "Published" items to ensure you are working with fully processed and verified expense data
• Dext's extracted data is highly structured — the vendor name, amount, date, and category fields import cleanly into clariBI
• If you use multiple currencies, make sure to include the currency column so clariBI can account for it in analysis

Import Your Data into clariBI

1. Log in to your clariBI account at claribi.com
2. Click Data Sources in the left sidebar
3. Click the + Add Source button (top right)
4. Under Direct Upload, select CSV File
5. Enter a descriptive name (e.g., "Dext - Business Expenses 2024")
6. Click the upload area or drag and drop your CSV file
7. Click Create Data Source

Once imported, you can ask clariBI questions like:
- "Which vendors account for the largest share of our expenses?"
- "Show me monthly expense totals broken down by category"
- "What is our total tax-deductible spending for the year?"

clariBI's AI will automatically analyze your data and suggest relevant insights.