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Different export methods - Download / SFTP / Email
Different export methods - Download / SFTP / Email

Methods to export your data

Jason avatar
Written by Jason
Updated over a week ago

When setting up an immediate or scheduled export, you have three options for how to receive the export:

  1. Export/Download List

  2. Transfer File to SFTP

  3. Send File through Email

⭕ Export/Download List

To choose this method, simply select the "Export/Download List" option during the export setup process.

How to View Your Exports

  • Navigate to the Export/Download List section.

  • Here, you will see a list of the downloaded exports, their status, and options to remove any expired exports.

📝 Note: Downloads automatically expire after 30 days. After this period, you can re-download the files if needed.

⭕ Transfer File to SFTP

If your company has an SFTP (Secure File Transfer Protocol) network already set up, you can use this method to transfer the files.

How to Transfer Files to SFTP

  • Complete the required SFTP details during the export setup process.

  • Make sure to provide the necessary server, username, password, and directory details.

💡 Tip: Please speak to your IT team for further assistance on setting up an SFTP network if you do not have one in place.

⭕ Send File through Email

To send the export file via email, follow these steps:

  • Enter a valid email address.

  • Provide a subject for the email.

  • Write a message if necessary.

What to Expect

After setting up the export to be sent via email, you should receive an email containing the export file at the provided email address.

By following these steps, you can effectively set up and manage the export of your data using the method that best suits your needs. For further assistance, please refer to your IT team or support resources.


Happy Recruitment #TheVinnyWay🤩

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