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Export Management

Navigating the Export Overview Screen + Editing, Deleting, Searching, and Filtering Exports.

Megan Butts avatar
Written by Megan Butts
Updated over 9 months ago

Overview

The Export task list is found in the Import + Export screen along the left hand side, under Exports.

  • Displays All Exports: The Exports Overview screen shows all export tasks you and your team have created. This includes tasks that have been running, are scheduled to run, and have yet to be run.

  • Advanced Filters: Apply filters to focus on the export tasks you need to edit.

Key Features

  • Manage Export Tasks: Without leaving the screen, you can duplicate, delete, run, and jump into editing tasks.

  • Filters: Apply filters and sort your Export Task list by export type, status, occurrence, created date, last run, and next run to find specific tasks quicker.

  • Organize Exports into Folders: Teams create tons of exports, and your export tasks can get lost in the shuffle. Add exports to folders so you can quickly jump back into the exports you are working on.

Accessing the Exports Page

To access the Exports Overview Screen, navigate to Data + Automations > Import + Export > Exports.


Exports Page

You can find the following information on the Exports Overview Screen:

Import + Export Features

Navigate between the different Import + Export features: Imports, Exports, Connectors, and Mapping Templates.

Folders

Jump into a folder to quickly find a task or create a new folder to organize tasks.

Search and Filter

Search for a task by its name or use the advanced filters to trim down the Export Task List.

Export Task List

Displays a list of all tasks, their type, created date, last run date, next scheduled date, and repeat schedule. You can move tasks into folders, edit, delete, duplicate, and run directly from the Export row in the list.


Managing Exports

Editing an Export

  • Option 1: Click on the Export Task Name.

  • Option 2: Click the more icon, then click Edit.

Running an Export

  • Option 1: Click the Export Task Name and navigate to the Run button in the top right.

  • Option 2: Click the more icon, then click Run.

Move an Export to a Folder

  • Click the more icon, then click Move to Folder and select the folder from a dropdown.

Duplicating an Export

  • Click the more icon, then click Duplicate. The duplicated task will show at the top of the Export Task list and start with “Copy of…”

Deleting an Export

  • Click the more icon, then click Delete and confirm the delete action.

Bulk Actions

  • Use the checkboxes to select a group of tasks to bulk move to a folder.


Filtering Exports

Advanced Filters

The Exports feature offers several advanced filtering options to navigate and manage your Export Tasks efficiently. Use the filter icon to open the advanced filtering. Here’s how you can use these options:

  • Type: Filter Export Tasks based on their type, data, or documents.

  • Status: Filter Export Tasks by their current status, such as ‘Draft’, ‘Scheduled’, ‘Running’, and more.

  • Occurrence: Filter Export Tasks to view tasks that have a repeating schedule.


Searching Export Tasks

Use the magnifying glass icon on the Export screen to search for a specific Export Task by name.

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