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Symon.AI Help Center

Create an export

After you set up your pipe, you're ready to export the data. You can export data from your pipe or from the Exports page. Learn more...

Configuring the Export tool

  1. In the Pipe builder, add the Export tool by either typing export or click + Add tool.

  2. In the Export configuration, click the Connection drop-down.

    • For a new connection, click + New connection. You're redirected to the Create a connection page. Follow the prompts to create an export connection.

    • For an existing connection, select the option from the drop-down.

  3. Click Export now to export immediately, or Schedule export to schedule the export at a later time.