Exports
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 Exports

Overview

Marigold Loyalty allows you to export data from any table in your database. The Export screen is used you define which records to export, which columns to include, where to send the export file, and how often to run the export process. These export properties can be saved as a reusable asset called an Export Definition

The Exports screen displays a list of Export Definitions in your account. For each Export Definition, the screen displays information about the last execution of this export, such as the export file name, and the current status. For exports that are scheduled to run on a recurring basis, the screen also shows the next scheduled execution.

The Marigold Help Center provides access to a wide range of enablement videos on many Marigold solutions that you can take as needed. Click here to view a training video on how to create Exports. Please note that you may click on the down arrow in the video's top-left corner to expand and select the Exports video from the playlist.

Access

To access the Exports screen, select Admin from the Main Navigation Menu, then select Integrations > Exports from the Sub-Category menu.

Features

The Exports screen provides the following features related to managing your Export Definitions:

 Searching and Sorting

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Search

The search feature allows you to search for a specified text string anywhere within Export Definition's resource (i.e., the source table), display name, or internal name.

  1. Optionally, in the search field near the top of Exports screen, enter the desired text string.

  2. Optionally, from the "Status" drop-down menu, select an Export status.

  3. Press Enter, or click the search button (magnifying glass icon).

  4. The Exports screen is refreshed to show only the Export Definitions that meet your search criteria.

  5. To remove all search criteria, click the remove button ("X" icon).

Sort

The "Sort" drop-down menu allows you to sort the Export Definitions by date in either ascending or descending order.

Navigation

Once you've found the desired Export Definition, you can navigate to the following other screens:

 

 Create a New Export Definition

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To create a new Export Definition:

  1. From the drop-down menu near the top of the screen, select a Connector type.

  2. Select the table from which this Export Definition will pull records.

  3. Enter the Display Name value for the new Export Definition.

  4. Click new export to display the Export Definition Details screen, where you can configure the Export Definition properties.

 

 View or Edit an Export Definition

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To view or edit the details of an Export Definition:

  1. Search, sort, or filter the Exports screen as described above.

  2. Click on the desired Export Definition name.  

  3. The Export Definition Details screen is displayed and populated with all of the information about this Export Definition.

 

 Execute an Export Definition

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Export Definitions can be scheduled to run on a one-time or recurring basis. You can also manually execute an Export Definition as follows:

  1. Search, sort, or filter the Exports screen as described above.

  2. Within the "Action" column click the Enqueue this Export icon. A confirmation dialog box is displayed.

  3. Click confirm.

 

 Delete an Export Definition

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To delete an Export Definition:

  1. Search, sort, or filter the Exports screen as described above.

  2. Within the "Action" column, click the Delete icon. A confirmation dialog box is displayed.

  3. Click confirm.

 

 Copy an Export Definition

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To copy an Export Definition:

  1. Search, sort, or filter the Exports screen as described above.

  2. Within the "Action" column, click the Copy icon.

  3. The system creates a new Export Definition with the same properties as the original. The default name of the new Export Definition is the name of the original, followed by an incremental counter, such as "(1)."  

 

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Last Updated: August 2024