This article will explain how to configure a saved export and set up automatic delivery that can be shared with your Yelp Enterprise Client Success Manager. For more information about exporting entity information from the platform, see Export Entities.

Step 1: Configure a Saved Export

1. Click Content in the navigation bar and click Configuration. 
2. Click Saved Entity Exports.
3. Click on the + Add Custom Export button.
4. Click Edit in the Entities to Export field and select all of your location-type entities (Locations, Restaurants, Financial Professional, Hotel, Healthcare Facility, Healthcare professionals).
5. Click Continue. 
6. Select the 'Yelp' export scheme.
7. Click Continue to export your entity information.
8. Enter a name for your export in the text box, and click Save Export.
9. Click Done.

Step 2: Set Up Automatic Delivery

1. Click Content in the navigation bar and click Configuration. 
2. Click Saved Entity Exports.
3. Click Edit next to the saved export you just created.
4. Click Edit in the Automated Delivery field. 
5. Select Email from the drop-down menu, and enter your email address. 
   • Note: Do not use the email address of your Yelp Client Success Manager.
6. Select Monthly for the frequency of the automatic export, and make sure the date is between the 1st and 15th of the month.
7. Click Save. 
8. (Optional) Click on the Send Test button to make sure everything is configured correctly.
9. Each month, when you receive the email, make sure to forward it to your Yelp Client Success Manager.