Overview:
Set up automated exports to regularly push customer data to external systems or to maintain backups without manual effort.
Steps:
Go to Settings → Data Exports.
Click + New Scheduled Export.
Name the export (e.g., “Weekly Customer Backup”) and choose format (CSV/XLSX).
Define the schedule (daily, weekly, monthly) and time.
Specify filters (optional) and enter email addresses or webhook URLs for delivery.
Click Save to activate the schedule.
Tips & Best Practices:
Use webhooks for real‑time integration with data warehouses or BI tools.
Limit schedules to off‑peak hours to reduce system load.
Monitor export logs for failures and adjust schedules as needed.
Troubleshooting / FAQs:
Q: Scheduled export didn’t arrive?
A: Check the export log for errors and verify the email or webhook endpoint.
Q: Cannot edit a schedule?
A: Ensure you have “Manage Data Exports” permission and that the schedule is not locked by another admin.