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Set up scheduled export

You can set up uploading data from the portal according to a schedule in the template settings.

note

Add, edit and remove templates only an employee with administrator rights on the portal can.

  1. In the Templates section, click on the name of the template you want to change. If the template does not exist, create it.
  2. Click Edit.
  3. Set the flag Export automatically according to schedule and specify the parameters:
    • start date — the start of the unloading period;
    • weeks — how often to repeat the upload. For example, "2" means to repeat the upload every 2 weeks;
    • days of the week — on what days to upload data;
    • end date — end of the unloading period.
  4. Click Save".

If you have any questions or problems, contact support.