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We have a few providers that we directly work with; however, if you choose to use a non-affiliated provider you may still be able to send them information from Simplicity to insert into their templates. Since letter fulfillment providers use different templates and ask for different information, the following steps are just an example of what they may be looking for and how you can achieve that using our system.

Generate a CSV file using the Data Exporter

  1. Go to Tools > File Exporting > Data Exporter and select which accounts you need to send letters for by using the filter options.
  2. Select the exporting elements from the left column and click “Add” to move them to the right column. Your letter fulfillment provider may need specific elements exported as well as in a certain order.
  3. After selecting the fields to export, scroll up and click on export accounts which will download a CSV file to your computer.
  4. Open the file and verify that the fields are in the appropriate columns requested by your letter fulfillment provider. Below is an example of what your provider may require:


Automatic Exporting

If you would like to send files to your letter fulfillment provider frequently and automatically:

  1. Save the filter settings in the Data Exporter screen by typing in a name for this filter and click Add. (You can then select the name of the saved filter by clicking on the Configuration drop down box and then Load.)
  2. Go to Tools > File Exporting > Automatic Export Manager
    1. Select the export type as Account
    2. Select the configuration that was previously saved in the Data Exporter screen
    3. Choose the file type
    4. Enter a configuration name
    5. Enter a file name date suffix (ex. mm/dd/yyyy)
  3. In the Transmission Settings, you will have to tell Simplicity where to send the file. To do so:
    1. Pick the Type of transmission you’ll be performing, either FTP, FTPS, SFTP or Email.
    2. Provide the Host location, Remote Path, Username and Password to access the FTP/FTPS/SFTP or if sending via email then enter the email address  and click the add >> icon.
    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 and the frequency.
    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