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Export

Abstract

Export results to another pipe builder or a connector.

Export results to another pipe builder or a connector.

Note

If you don't have any connectors set up, you can still export your data into either a csv or excel file.

When to use this tool

There are two scenarios where you'll need to use Export:

  • When you want to use the data in another pipe.

  • When you want to export data to a connector like Incentives.

    Tip

    If you are using a Symon.AI calculation in Incentives, use the Export to CSV option when you export.

Export data

With the Export tool, you can export your data to a connector or into a csv or excel file format.

Exporting your data

  1. In your Pipe builder, add the Export tool.

  2. Click on the Export tool node.

  3. In the Connection drop-down, select where to export your data:

    • Output to CSV

    • Output to Excel

    • Any other previously set up connector.

    Note

    You can also set up a new connection. Click + New connection, and follow the prompts.

  4. Click Export now. Follow the wizard prompts to export your data.

    Note

    You can also schedule your exports. For more information, see Schedule data.