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Can I automate the CSV Export?

You can schedule the link to the CSV export to be sent out via email.

You can find this functionality in the Scheduled Email Delivery section of the CSV Exporter automation's settings. Simply configure the Email Recipients (comma-separated) and click on Configure Schedule to choose from one of the scheduling options:

  • Run once per 15 minutes

  • Run once per hour

  • Run once per day

  • Run once per week

Here, you can also turn on the Email on Failure feature to be notified when the emails fail to send.

The scheduling option is only available when Export Mode is set to
Limited export with real-time data. Links sent via email will therefore adhere to the same limit as accessing the link directly in that mode.

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