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Knowledge Base

Exporting, Downloading, and Posting Scans

Downloading Scans

The Download Scans task is a basic task that allows you to download or export scan records as a CSV file. Also, you can select an Export Template and simplify which fields you want to appear. Moreover, you can complete this task from the Scans page as well.

The Download Scans task has filters with several options. The scans can be filtered by date received (recommended), service used, the user who generated these scans, the scan’s status (valid/invalid/error), and devices which the scan was recorded with. Download Scans is a task that is unable to be automated and occur on a regular basis. Consequently, the task must be scheduled manually.

Download Scans

The Download Scans task also includes the ability to share the most recent file generated by the re-occurring download task. A Share URL is provided once you’ve created the task. This URL can be given to anyone and allow them to download the file directly.

download task
link to download

Note: Once the task is created you will see the “+” symbol to add and name the Share URL (“Link to Download”).

Exporting Scans

My tasks page allows you to schedule the export of scans records, subject to limits based on your paid plan. You can do this through FTP (file transfer protocol), SFTP (secure file transfer protocol), Email, or Dropbox. At the end of June 2021, you will also be able to use Amazon S3 for both scan exports and photo uploads.

Scan records are exported as a CSV file, based on an Export Template. A template will allow you to choose which fields to export, the header labels, and the order of appearance. Also, you can customize the export using REGEX or select custom, pre-programmed formats. For example, you can have a clickable URL. Click here to learn more about creating an export template.

The Export Scans task has filters with several options, including scans filtered by date received (recommended), service, app-user, the scan’s status (valid/invalid/error), the scanning device(s), and other important filters.

export scan task

FTP Uploads




For FTP, SFTP, and Dropbox exports, you must designate a path. You must minimally put “/” in the Upload Path form field.

Also, for Dropbox, the system sends the scan records to https://www.dropbox.com/home/Apps/CodeREADr.  You can post to a specific location within Dropbox by adding the path after adding the “/” symbol in the Upload Path field. Thus, you can set different locations within Dropbox based on the path entered here. Also, the path’s name/location you enter must match the name/location you set up in Dropbox.

Important Notes

  1. SFTP and FTP uploads have designated IP addresses for whitelisting. You’ll find those addresses on your Account/API page.
  2. To edit/delete external accounts (FTP, Dropbox, etc.) navigate to the External Accounts option on your main Account page.
  3. The meaning of Last Week is “Monday to Sunday”. So Last Week selected anytime during a given week would return scans from mm-01 00:00:00 to mm-07 23:59:59.
  4. The meaning of the Last 7 Days is “from now”. Thus, if “now” is 11:21, it will return the scan from mm-01 11:21 to mm-07 11:21.
  5. The calculations are based on the Account timezone configured on the Account page or by the selected timezone filter if needed.

Current Export Options under Tasks

  • Box
  • Dropbox
  • Email
  • FTP
  • Google Drive
  • Microsoft Azure (coming soon)
  • S3
  • SFTP

Postback Scans

Developers commonly use the Postback URL tool for real-time server integration. Instead of posting scan records in real-time, you can schedule a task to directly post them to your own server or to a third-party server at preset intervals (see limits). Also, the system posts every record one at a time to the designated server. See more of our Developer APIs here.

Also, you can filter the scan records in many ways and post them based on a pre-configured export template. The posts can be Full Postback (your server or third-party server responds to each post). Also, the posts can be Receiver Only (server response is not necessary). Moreover, you can re-attempt the postbacks that failed due to connection errors.

postback task