Overview of Creating Automated Exports

After you have determined the purpose of the export, you can begin to create the components. An automated export is made up of the following:

• A set of export instructions
• An export data file
• A merge document or other file to which data is exported
• An action
• Export Extensions (optional)

Each of these items are specified in an automated export form. The form organizes all of the components of the automated export and gives the export a name and description.

To create an automated export, do the following:

1. Set up export instructions. For information, see Exporting Contact Information.

2. Create the export data file. For information, see Setting up a Data Source for the Mail Merge Document.

3. Create the merge document (or other document you are populating with InterAction data). For instructions, see Creating Merge Documents.

4. Set up the automated export form by entering the following components, and selecting your action and export extensions:

   • Export Instructions

   • Export Data File

   • Other components such as the merge document or program name

   For instructions, see Creating or Editing Automated Export Forms.