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Scheduled Export

This page shows how to set up a Scheduled Export automation, which sends exports on a schedule, whether or not the data changed. Use it when a destination (a database, SFTP, Google Sheets, email and so on) must receive data at fixed times, not only after the data updates.

How Scheduled Export works

Scheduled Export doesn't create exports. It runs export steps you have already added to 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.
  • Scheduled Export is open to every plan, so your plan's schedule limits don't apply to it.

Scheduled Export and Messaging are both 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.

Before you start

Add an export step to a view in the project first (see Send to destinations). 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."

Create 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. Scheduled Export always runs on a schedule, so there is no Manual only option. See Scheduling.
  5. In the Review & save step, check the name Mammoth suggests (in the form "{name} to {destination}", or "{name} by email" for an email export) and edit it if you like.
  6. Click Save automation.

After creation

The automation appears in the Automations list with type Scheduled Export and status Active. Its summary lists the schedule and the exports it runs (in the form "{schedule}: 2 exports"). You can suspend, resume, run now, edit (exports, schedule, name, description) or delete it like any other automation. See Managing automations.

Troubleshoot Scheduled Export

An export shows as deleted

If you delete an export step after scheduling it, the automation lists it as (deleted). Edit the automation and remove it, or pick another export.

The exports couldn't load

If the step shows Couldn't load this project's exports. Close this and try again., close the window and start the automation again.

Report an issue · support@mammoth.io