Data Exporter
FollowYou can create Unleashed data templates which can be exported and used with third-party logistics providers. This page details the Data Exporter functionality and covers the following topics:
Setting Role Permissions
Ensure that you have the Data Exporter and Data Source permissions enabled for access and/or editing.
- Go to Settings | Security | Role Permissions.
- Select the role from the Role drop-down list.
- Click Expand All to display the permissions list.
- Expand Data Exporter and enable the relevant permissions. Also, verify that the data source permissions are selected.
Viewing Templates
- Go to Integration | Data Exporter. The View Templates page is displayed.
- You can filter by the following fields: Export Template, Data Source, and Export Format.
- The following columns are displayed: Export Template, Data Source, Export Format, Email Address, Created By, and Last Modified.
- The following actions are available from the Action Cog: Edit, Clone, and Delete.
- Click on the template name to open the template.
- Click Download Preview to download a preview of the template before exporting.
- Click Export to export the template. The Template Export message will be displayed and you can verify the status / download the template by clicking on the Tasks icon
- Click Edit Template to edit the template. For more information, see Editing a Template.
- Click Email to email the template.
- Click View Email Log to view the record of emails sent.
- To add a new template, click Add Template. For more information, see Adding a New Template.
Adding a New Template
- Go to Integration | Data Exporter | Add Template.
- On the Create Template page, specify details for the required fields and select the other options as required (click to expand/collapse screenshot):
- Template Name
- Data Source
- Export Format
- Filters to apply: displays the filters you can use.
Note: The maximum date range for export is 3 months.
- Fields to be Exported: You can select the fields you want to be included in the template.
- Select the fields in the Available Fields text area and click the Add button. You can use the navigation buttons to move the fields as required.
- The order of the columns in the Selected Fields area will be used for the columns in the exported file.
- Click Save.
Editing a Template
- Go to Integration | Data Exporter. The list of templates is displayed.
- For the template you want to edit, from the action cog, select Edit. The template will be displayed in Edit mode (click to expand/collapse screenshot).
- Make the required changes and click Update.
- Click Download Preview to download a preview of the template before exporting.
- Click Export to export the template. The Template Export message will be displayed and you can verify the status / download the template by clicking on the Tasks icon.
Emailing a Template
You can email a generic template from the Data Exporter or you can email the data from a specific transaction.
Emailing a Generic Template
- Go to Integration | Data Exporter. The list of templates is displayed.
- Click on the template you want to email.
- On the template page, scroll down and click Email.
- In the Send Email dialog box, complete the required details.
- Click Send.
Emailing Data from a Transaction
- You can also email the templates from a specific transaction. For example, open a Sales Order and click Email | 3PL.
- In the Send Email dialog box, select the template from the Template drop-down list, and complete the required details.
- Click Send.
Viewing Emails
- On the Template page, click View Email Log. OR Go to Settings | Security | Email Logs. OR On the transaction page (Sales Order), click View Email Log.
Exporting a Template
- Go to Integration | Data Exporter. The list of templates is displayed.
- Click on the template you want to email.
- On the template page, click Export. The Template Export message will be displayed and you can verify the status / download the template by clicking on the Tasks icon.
FAQs
Is it possible to set up a Data Exporter Template for Credits?
Unfortunately you are unable to create a data exporter template to export credits, as the data source can only be pulled from Sales Orders or Sales Shipments at this point in time.