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The Automatic Export Manager allows you to create an export file of your information from Simplicity.

  1. Choose your Export Type. (Account or Notes)
  2. Choose a Filter Name that you wish to run the export using. These configuration options need to be created prior to using the Automatic Export Manager.
  3. Choose your File Type, CSV or TXT.

                -If TXT is selected, you will also be able to choose your delimiter.

  1. Create a Configuration Name to identify your export configuration.

In the Transmission Settings, you will have to tell Simplicity where to pull the file(s) from. To do so:

  1. Pick the Type of transmission you’ll be performing, either FTP, FTPS, or SFTP.
  2. Provide the Host location, Remote Path, Username and Password to access the FTP/FTPS/SFTP.
  3. Provide a Notification Email where you would like to receive updates concerning new files.
  4. Add an Export Description for when they occur.
  5. Provide a date for when the Next Run should be.
  6. Choose whether or not you would like the software to Delete Previous Exports from the host location.
  7. Click “Add Export Schedule” to save your new configuration.

Once created, you will have options to:

-Edit specific configurations
-Delete specific configurations
-Pause a configuration so it does not run
-Run a configuration immediately

See anything missing or out of date on this page? Please contact Simplicity Support at helpdesk@simplicitycollect.com.