Email the results of an export

Owned by Thomas Speekenbrink
Last updated: Dec 22, 2021 by Remco Visser
2 min read

Overview

Next to the options to export to locations such as Dropbox, FTP, OneDrive and Google Drive we have introduced (as of 05-01-2021) a new option.

Now it is possible to email the results from your export.

Note

At the moment of writing this article (January 5, 2021) this option is behind a feature toggle. Please send support a request to turn this option on.

A restriction which is currently in place is that the email should not be send if the resulting file exceeds 10 MB.

How to

Creating a new export is your first step.

  • Name your Export Profile

  • Select SuperOffice CRM as the Location

  • Choose the file of your choice as Destination

  • In the Store Dropdown list select Email

Click Next to start the Export wizard

In the Configure Profile page you can configure the mailing details

  • Mail to: Fill in the email address(es) you want to send the export file to. When using multiple addresses seperate them with a semicolon (;)

  • Subject: Enter the subject of the email

  • Message: Messages which will be entered here will be added to the body of the email. Note: a maximun of 500 characters is allowed.

The following steps in the wizard are the same as a regular export. More information can be found here: https://infobridgekb.atlassian.net/wiki/spaces/ND/pages/24772662

After the job is executed the export file is send in an email to the address(es) specified.