Scheduled Export
Plan, schedule, and automatically send recurring exports.
With scheduled data export, you can automatically export your most important list views on a regular basis, so you never lose track of important business transactions.
Examples:
Every Friday, I want to receive an export by email of all customers in Business Unit A who are at dunning level 3, as a CSV file.
Navigate to Accounts Receivable Management and set the following filters:
Business Unit: “Business Unit A”
Current dunning level: “Dunning level 3”
At the bottom of the list view, click “Schedule export” and configure it as follows:
Select CSV as the file format
And select email as the delivery method
Once a month, all open documents for the Key Accounts customer group should be sent to my colleague as a CSV file, because this customer group has a dunning stop and is to be contacted by phone.
Navigate to Accounts Receivable Management and set the filters
Customer group: “Key Accounts”
At the bottom of the list view, click “Schedule export” and configure it as follows:
Select CSV as the file format
Also select email as the transport method and enter your colleague's email address as the recipient
And many more...
Try out the scheduled data export and never forget a special case again!
Schedule export
Navigate to the desired list view and set the filters you want
Scroll to the bottom of the first page
Click “Export” and select “Schedule export”
Name the export and specify a time period from which the data should be exported
Select the frequency for the export, meaning how often it should run
Specify the file format, transfer method, and language (for the column headers) for the export
Depending on the transfer method, enter an email address or an SFTP server
After you click “Next” once more, the export is created
You can edit or remove the scheduled export at any time in the settings
Note(s):
The SFTP server can only be selected if it has already been configured and saved in the account.