This article will explain how to configure a saved entity export configuration and set up automatic delivery to share the export on a regular basis.
For more information about exporting entity information from the platform, see Export Entities. To edit an existing saved export, see Edit an Entity Export Configuration.
Create a Saved Export Configuration
- Click Content in the navigation bar and click Configuration.
- Click Saved Entity Exports.
- Click on the + Add Custom Export button.
- Click Edit in the Entities to Export field and select your desired entities.
- Click Continue.
- (Optional): Select an Export Scheme to export the content in a specific format.
- This allows you to export content in a specific format so it can easily be uploaded to a third-party platform
- Click Continue to export your entity information.
- Enter a name for your saved export in the text box, and click Save Export.
- Click Done.
Set Up Automatic Delivery
- Click Content in the navigation bar and click Configuration.
- Click Saved Entity Exports.
- Click Edit next to the saved export you want to automate.
- Click Edit in the Automated Delivery field.
-
Select your delivery type:
- FTP
- SFTP
-
Select your delivery frequency:
- Hourly
- Daily
- Weekly
- Bimonthly
- Monthly
- Click Save.
- (Optional) Click on the Send Test button to make sure everything is configured correctly.
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