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Configure and Manage Export Jobs

Use export jobs to extract data from Point of Sale by using Secure File Transfer Protocol (SFTP). Configure and schedule these jobs in CMS to automate data extraction, and monitor their progress in the Export Logs for timely, efficient data retrieval.

See Also

Create and Schedule an Export Job

  1. In CMS, go to Feeds | Export Jobs.
  2. Click the + icon to create an export job.
  3. Select the type of job.
  4. Configure the rest of the fields:
    Field Description
    General
    Active Turn on to run this export. Not applicable for jobs that run only when you trigger them, such as Product Catalog Export.
    Title Enter a descriptive title for this export.
    Allow Instant Order Export Turn on to run real-time order exports. This setting is available only for order exports.
    Schedule
    Schedule Not applicable for jobs that run only when you trigger them, such as Product Catalog Export.
    Destination
    Protocol Select FTP or SFTP. SFTP is the default.
    Host Enter the export destination portal URL.
    Username Enter your username for the export destination portal.
    Password Enter your password for the export destination portal.
    Folder Enter the export folder path.
    Export File Type Select the export file type. CSV, TSV, and RetailNext formats include only limited subsets of order data. For full functionality, we recommend using JSON or XML formats.
    Filename Enter the export file name.
    Add Header Turn on to include a column header in the exported file.
    One Order Per File Turn on to match the export file to the CMS file.

A screenshot shows the settings for creating an export job.

Run an On-Demand Export

Some export job types, such as Product Catalog Export, run only when you trigger them. These types don't include an Active toggle or a Schedule section, and they don't require field mapping. Every column in the product table exports automatically.

  1. In CMS, go to Feeds | Export Jobs, and open the export job.
  2. Click Export Now.
  3. Confirm the export in the dialog that appears.

Delete an Export Job

In CMS, admins with the Feeds: Edit permission can delete inactive export jobs.

  1. Highlight an inactive job.
  2. Click the trash icon. A screenshot showing the delete icon.
  3. Confirm the deletion by entering Delete.

View Export Logs

After you create export jobs, access their logs to check status—successful exports, failures, or jobs in progress.

  1. In CMS, go to Feeds | Export Logs.
  2. Under Export Type, select the type of job.A screenshot shows logs of export jobs.

For inventory events, search by transfer ID and manually republish events as needed.A screenshot shows logs of inventory events.