How to Save and Automate Delivery of Exports | Yext Hitchhikers Platform
What You’ll Learn
In this section, you will learn:
- How to save an export
- How to automate delivery of an export to an email or SFTP/FTP
- Common use cases for both
Saved exports are a versatile tool that can be used to streamline the export process and set up recurring automated delivery of the export. If you find yourself exporting the same data repeatedly or want to automatically share your data with others or set up workflows that send you data, we highly recommend setting these up!
Saved Export Delivery to an email address, FTP, or SFTP
Once you have a saved export, you can easily set up automated delivery of that export to an email address, FTP or SFTP. This is great for sharing the data in Yext with other systems, teams, or vendors.
Not sure what FTP or SFTP mean? FTP stands for “File Transfer Protocol” and SFTP stands for “Secure File Transfer Protocol”. In laymans terms, it’s a way that you can share files from one system to another. You can learn more about what an FTP or SFTP is and which might be best for you with these resources:
How to Save an Export
To get started, you’ll need to move through the export flow above until you’re on the final screen. Once there:
- Name your Export.
- Click on Save Export.
- Once the page refreshes, click on the blue link to your saved export to review.
This screen should look familiar to you! You can modify a saved export in a similar UI to how you configure an ad-hoc export. The only additional option is to automate delivery of an export.
How to Automate Delivery of an Export
In order to set up an automated delivery, you’ll need to navigate to the saved export details screen. You can get here after you save an export, or by navigating to Content > Configuration > Saved Entity Exports.
In the saved export details screen, you’ll see an option for Automated Delivery. By default this is empty, but you can click Edit in order to set one up.
For all delivery methods, you have the ability to set the frequency of the delivery. This includes:
- How often – Hourly, Daily, Weekly, Biweekly (every other week), Monthly
- Start date – set specific date
- Delivery time – time our system will start processing the delivery (note that if an export takes several minutes to generate for large files it may be delivered ~10-15 minutes after the time you set)
Specifically for emails, you can set:
- Delivery Email – who should we deliver this to (and optionally you can select to cc yourself)
- Subject line of email – set it to something that the recipient(s) will recognize
When the recipient receives the email, it will contain a link to retrieve the file. The link expires after 30 days. Here’s an example of what the email would look like:
While delivering to an email is very helpful, there’s a lot more you can do delivering data to an SFTP or FTP that can help you automate processes. Other systems can auto-retrieve the file and do whatever needs to be done. This can often replace the need for custom API development.
The settings for SFTP or FTP are very standard. You should talk to your IT Administrator who likely owns the SFTP or FTP servers for the Hostname, Port, Username, Password and Folder Path. They should be able to guide you and if not, please reach out to your Success Manager for assistance as we’d happily walk you or your IT administrator through this.
Checking the Status of Automated Delivery
We always recommend that you send a test after setting up your automated delivery – whether that’s via email or SFTP/FTP. This will help to troubleshoot any issues with the configuration without having to wait until the first date of sending. You can do this easily after you save an Automated Delivery by clicking on the “Send Test” button.
You can view the status of or troubleshoot your automated export deliveries by navigating to Content > Configuration > Saved Entity Exports and clicking on the “View Delivery History” link.
From this screen, you can see all of the updates to your Automated Delivery settings, as well as a complete status history for each delivery, including tests. If you see an error message here, feel free to contact Yext support or your Success Manager for assistance.