Run a View's exports on a schedule

How Scheduled Export works

Scheduled Export doesn't create exports. It runs export steps that already exist on Views in the project. Each one runs exactly as it does after a data update: same destination, filters and columns.

• An export in a Scheduled Export still runs after its data updates too, unless you turn that off on the export.
• One automation can run several exports on the same schedule.
• The scheduler offers only the units your plan's refresh frequency allows. See Plan limits on how often an automation runs.
• An email export's Send at most setting only limits sends after data updates. A Scheduled Export still sends the email on its own schedule.

Use it to send a table to a warehouse or an SFTP drop every morning on a timetable the receiving team relies on, or to re-send an export when the source data changes rarely.

Scheduled Export or Messaging

Both are under Send data out. Messaging emails a View as a CSV attachment. Scheduled Export runs any export step, including an email export, on its own schedule. See Send messages.

Before you start

Add an export step to a View in the project first. See Send data to a database or BI tool. If there are none, the Which exports step shows No exports to schedule yet with the hint "Add an export step to a view in this project (SFTP, a database, Google Sheets, email…), then come back."

Set up a Scheduled Export automation

1. Open the Automations tab in the Data Library and click New automation.
2. Under Send data out, click Scheduled Export.
3. In the Select exports step (Which exports), tick the export steps to run. Each is listed by its destination and name, such as a database or Live link export.
4. In the Set Schedule step, pick Day, Week, Month or Year and the number next to Repeat every. Set the First run, and optionally click + Add end date. There is no Manual only option. See Schedules and triggers.
5. In the Review & save step, check the name and edit it if you like. When you pick one export, Mammoth suggests a name from it, such as "Overdue invoices to SFTP", or "Overdue invoices by email" for an email export.
6. Click Save automation.

Read a Scheduled Export in the Automations list

The automation appears with type Scheduled Export and status Active. Its summary shows the schedule and how many exports it runs, such as "Every week on Monday at 9:00 AM: 2 exports". A Sends: line names each export by destination and name, such as SFTP "Daily orders".

You can suspend, resume, run now, edit (exports, schedule, name, description) or delete it like any other automation. See Manage automations.

See and change the schedule from the export step

Open the export step in the View's pipeline. Its When it runs box lists each Scheduled Export that runs it, with the schedule, the automation's name and the next run.

• Click Change in Automations to edit the automation.
• Clear Also send after each data update if the export should send only on the schedule.

If an export's data is never refreshed on its own, the box offers Send it on a schedule. It starts a new Scheduled Export with that export already ticked. See Send data to a database or BI tool.

Exports that had their own schedule

An export that used to keep its own schedule now runs from a Scheduled Export automation on the same schedule. Its form shows This export's schedule moved to Automations, with Keep the schedule or Run after each data update instead.

Troubleshooting

Related

• What you can automate: compare Scheduled Export with the other types.
• Schedules and triggers: every schedule option.
• Send messages: email a View as a CSV on a schedule.
• Refresh a dataset: see which exports a refresh sets off.
• Send data to a database or BI tool: add the export steps a Scheduled Export runs.