How do I set up periodic exports on the platform?

How do I set up periodic exports on the platform?

In this article, we will learn how to set up periodic exports to extract data that is on the platform and that is of interest to us.

By generating exports periodically, we will have a compilation of the desired information automatically and periodically, since we will have indicated on the platform who should receive this information, on what days and at what time.

Where can I find this option? → Left side menu → Settings → Periodic exports.

In order to create, download or delete exports, the user must have group permissions enabled. "Data exports templates".



Once we are in the "Periodic Exports" section, we only have to configure the export we want from the menu we find on the right.

First, we select the type of export we want to perform. We can configure an export with data from leads, opportunities, clients, projects, incidents or users.

Next, we select the type of export template we want to use. We need to create export templates before creating a periodic export.

At this point, we will choose which days of the week we want to generate our exports. For example, we may want to generate a periodic export of leads on Fridays and Sundays to compare how many leads we received during the week and during the weekend.

We must also mark the time at which we want to generate this export.

Finally, we will choose the format in which we want this export (.xlsx or .csv) and the emails that should receive this export periodically.

If we want the export to reach more than one email address, we just have to click on "add" to add as many emails as we want.

Once we have our periodic export configured to our liking, we click on "Save" to record this information and start generating the exports.



    • Related Articles

    • What are exports? How can I create them?

      In this article we will define what exports are and learn how to create templates to extract exports within the Platform. Exports are Excel documents that we can download with information stored in the system. This data is used to obtain information ...

    • General platform settings

      One of the first configurations that we must make on the platform is the general information about our company. Where can I find this option? → Left side menu → Settings → General Settings. Please note that this option will only be available if you ...

    • How do I send an email from the platform?

      From the platform we can send emails to our clients manually, an option we refer to in this article, or automatically (linking them to some point in the flow or Customer Journey) by previously creating email templates. Where can I find this option? → ...

    • How do I set up the Customer Portal?

      The Customer Portal is the platform that allows interaction with the customer and from which they can carry out all their procedures and we can obtain all their information about the photovoltaic installation process that they are carrying out. In ...

    • External Sources Actions - Platform

      External source actions connect the different parts of the Ezzing ecosystem with the platform. These are executed when an action occurs in these applications. If we want to know more about what they are and how they are configured, we can do so from ...