Overview
SquadTrip lets you export your traveler data as an Excel (XLSX) file for offline record-keeping, tax reporting, or sharing with your team. The export includes names, emails, payment statuses, registration answers, promo codes, and add-ons. You can also download signed waivers and legal documents. Waitlist data is exported separately from the Waitlist page in the Trip Builder.
Getting to the Export
Log in to your organizer dashboard
Open the trip from your dashboard
Filter the traveler list first if you only want a subset (payment status, package or search -- an add-on filter is not applied to the export)
Open the ⋯ menu above the traveler list and choose Export → Traveler list (CSV) or Traveler list (Excel)
Export Your Traveler Data
Open the trip from your dashboard
The export covers that trip's travelers -- one trip per export
Optionally filter the traveler list by payment status, package or add-on first
Click Export → Traveler list (Excel) or Traveler list (CSV) to start the download
The file downloads automatically when ready (there is no loading indicator; if the export fails you see an "Export failed. Please try again." message).
What's in the Export
The Excel/CSV file includes:
Data | Details |
Traveler names and emails | Names, emails and phone numbers for all travelers, plus Booking Ref, Traveler #, Payment Option and Affiliate |
Payment statuses and amounts | Paid, pending, overdue, canceled |
Registration dates | When each traveler booked |
Registration question answers | Responses to custom questions |
Package and room type selections | What each traveler booked |
Promo codes applied | Discount codes used at checkout |
Waitlist travelers | Exported separately from the Waitlist page in the Trip Builder (CSV) |
Add-on purchases | Extra items bought by travelers |
Filter Before Exporting
Filter traveler data by category before exporting:
Payment status -- Paid in Full, Balance Due, Past Due, Abandoned, Cancelled
Package -- click a package in the inventory cards above the list
Add-on -- clicking an add-on card filters the list on screen, but this filter is not applied to the export
Waitlist (export from the Waitlist page in the Trip Builder)
Filters let you export targeted subsets instead of the full list.
Download Signed Documents
You can also download signed waivers and legal documents:
Open the traveler from the traveler list (View Details) and click the Signed Documents tab
Each traveler's signed documents are listed there
Download the PDF of their digital signature
Important Notes
Exports include all travelers matching your current payment-status, package and search filters -- set them before clicking Export (an add-on filter is not applied)
Waitlist travelers are exported separately -- open your trip in the Trip Builder and go to the Waitlist page to export waitlist data
The export file can be opened in Excel, Google Sheets, or any CSV-compatible tool
Export data regularly for offline backup of bookings and payments
Troubleshooting
Problem | Solution |
Export button not responding | Large exports may take a few seconds to generate and there is no loading indicator, so give it a moment before clicking again. If an "Export failed" message appears, retry. |
File is empty or missing data | Check the traveler-list filters -- the export follows them. Clear them to export everyone. |
Can't find the "Signed Documents" tab | Open a traveler's profile (View Details) -- Signed Documents is a tab there, separate from the export, and it only appears once the traveler has made a first payment. |
Waitlist travelers not appearing in export | Waitlist data is exported separately. Open your trip in the Trip Builder and go to the Waitlist page, then use its Export button (downloads a CSV). |
Frequently Asked Questions
Q: What file format is the export? A: You choose in the Export menu: XLSX (Excel) or CSV. Both open in Excel, Google Sheets, Numbers, or any spreadsheet application. All data is organized in columns with headers.
Q: Can I export data for multiple trips at once? A: No. The export is per trip -- open each trip and export it separately.
Q: Does the export include payment details for each traveler? A: Yes. The export includes payment statuses (paid, pending, overdue), amounts paid, remaining balances, and which promo codes were applied. It's useful for financial reconciliation and tax reporting.
Q: Can I download signed waivers in bulk? A: Currently, signed documents are downloaded one traveler at a time from each traveler's Signed Documents tab.
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