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Automatic CSV export

Please note that the automatic CSV export is a paid add-on module. Please contact your sales contact person

General

With the automatic CSV export you can export data from – addresses / activities / property / agents log / task / projects / appointments – to an FTP server.

The configuration can be found under Tools >> Settings >> Basic Settings >> Automation >> Sub Tab Automatic CSV Export .

If an export fails, automatic export is deactivated for the corresponding configuration and an email is sent

Please note that all data records are exported, including, for example, addresses that have been set to private

 

Automatischer CSV-Export, Konfigurationen

Export

The exports are executed for the selected periods on the corresponding day at approx. 03:00.

A daily period is executed every night, a weekly period always in the night from Sunday to Monday and a monthly period always in the night from the last to the next first.
An exception are the appointments, these are carried out daily.

During the first export, all records are captured, then according to the setting “Export only new and modified files”.

You can perform a test export for the selected profile and its configuration.
The first 10 data records for each active configuration are created and exported.

If an export fails, an email is sent to the technical contact person from the basic settings (Tools >> Settings >> Basic settings >> Basic data >> Master data). 
It contains information about the profile and module and the reason / step where the export failed.

For the corresponding configuration, the automatic export is deactivated and must be manually reactivated and saved

Export profiles

You can create several profiles for export, these can be different target FTP servers or different data and ranges.

The number of possible profiles is limited (currently enterprise 1 profile, enterprise_plus 3 profiles, enterprise_pro 5). You can create a new profile using the plus symbol – When all profiles are used, the plus symbol is no longer visible.

We recommend using a secure connection via SFTP.

After you have entered the connection data, you can test it by clicking the icon next to the input field for the FTP server.

Please remember to save the profile via the diskette icon Speichern Button in der Werkzeigleiste .

Configure

export content For each export profile, you can configure and activate the individual areas – Addresses / Activities / Real Estate / Real Estate Agent Book / Task / Projects / Appointments – in the boxes.

Please select the desired profile from the drop-down menu.

For each box, you can determine whether an export should take place or not by checking the “Active” box. The information in the box is checked when you activate it for export.

Automatischer CSV-Export, Konfiguration für Adressen

Within the box you can configure the export of data for the corresponding module. The content is always structured similarly, we explain the configuration here using the address export as an example.

Mandatory entries for address export are the export profile and the interval (or period). These are checked when activating or saving activated configurations – missing information is highlighted in red.

If you open the box using the arrow on the right in the title bar, the individual settings appear

You can use an address filter to restrict the addresses for export

You can use the export profile to define which fields of the addresses are exported. All export profiles from the data exportare available for selection

Here you define how often the export should take place. Possible are

  • daily; The export is performed every night
  • weekly; The export is performed on Monday night
  • monthly; The export is performed on the night of the first of the month

(Note, for some boxes the period is given instead of the interval)

The exported zip file always has the pattern module name.zip. You can use the prefix to change the prefix to Module name.zip.

 After the prefix has been activated you can enter the text.

A maximum of 20 characters are allowed as prefix, consisting of letters (without umlauts) and numbers as well as underscore and hyphen.

An empty prefix is treated as not activated

There may be several entries for email and telephone etc. These are stored comma separated in a field within the CSV file.

You can use the checkbox here to specify that several columns are created for email etc. and that only one entry is made per field

The file name of the zip file normally contains the date in addition to the module name.

Attention: With this option an existing file will always be overwritten

With this option, only new and changed addresses are exported after the first export.

This option is always active for the “daily” export

More or less options can be configured depending on the area

Export log / History

On the right side or below a list of the last exports and the result is displayed.

The exports of the last 90 days are listed with the information “Module”, “Date”, “Target” and “File name”. You can see whether the export was successful or failed by the green circle or the red warning triangle.

Click on the magnifying glass icon to get more detailed information about the FTP settings, result and number of exported records of the selected export

Automatic CSV export