The Exports reference lists every public template and the full request parameters.
Load the underwriting table into pandas
The CSV endpoint can go directly into a dataframe.month_as_row gives you one row per statement period and account, followed by the summary rows NET and Average.
month_as_col when a human wants periods across columns. The row-oriented file is easier to load into a database or combine across Books.
Save a gallery export
Discover templates at runtime. Organizations can have private templates, and new public templates can be added without changing the API.template_id when the export should follow the organization’s current default. Pass an explicit ID when another process depends on the workbook layout.
Store a JSON snapshot
Save the Book and analytics separately. The Book contains raw parser output and stored edits. Analytics contain the computed state at the time of export.last_parsed_at and your own export timestamp when the files need an audit trail.
Download the original documents
The document download endpoint returns a fresh one-hour URL. Request it shortly before downloading the file.POST /documents/bulk-download can return one ZIP. Its request includes document_ids, book_id, book_name, and an optional with_watermark flag.