This section assumes that you are comfortable building segments and all field types in your instance of Element451.

When you click on the Export section within Element451, you are given the option to either edit and run an existing Export or create a new one.  

Creating a new Export

Clicking the plus button on the top right of the export screen will allow you to create a new export.  You can either export Data or Documents available within your instance.

Exporting Data

Select Export Data, click Next, and name your export task.  The first thing you will need to do before anything else is choose the segment you would like to export.  Click on the Load Segment button and select the segment you want to export.

You will then be brought to the Mapping tab.  If you have a previous template built out, then you can easily select your export template and move on to the next step, if you don't you will need to define what data you wish to export.  

To add a new field to your export, select Add Column.  You are given three options:

  • Standard Columns - Allows you to select any field in your instance to export.
  • Calculated Columns - Similar to the import module, if you wish to export data in another stored format (ie, map from labels to codes), select the calculated column option.  All of the formulas can be found on the Formulas Page.
  • Unmapped Columns - Allows you to enter your own data.

If this is an export that you will be using frequently, you may wish to select Save Template As.  This will allow you to select this template the next time you wish to run this export.

Your next step is the Destination tab, where you can select a number of locations to send your export to when it has completed.  You'll have to add locations in the Data Connectors tab if you'd like to send the document anywhere besides your email address.

The Preview tab will allow you to get an idea of what your export is going to look like prior to running it and finally, the Run Task tab will allow you to either schedule your export or run it immediately.

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