Exporting Data
Before you begin
- You are assigned to a user group that at least has the permission Configure data integration.
About this task
In order to send data out of manage.ID to an external file, database, or system, you define an export task. Of the master data types, only Logistic Units can be exported this way, and only when the Logistic Units feature is enabled — see Master Data > Data Types for what it contains. The same export task type can also target Printer Logs, which aren’t master data and aren’t documented in detail in these pages.
Procedure
In the side bar, select Data Integration and click Import & Export. The view Data Integration opens.
To add a new task, click the add icon +. The view New Task opens.
Enter a name for your task and select Export.
Click Next.
Select the table to export: Printer Logs, or Logistic Units if enabled.
Choose whether to export to an API instead of a file. If you export to an API, enter the target URL and, if required, the authentication and retry settings. If you export to a file, choose the format (CSV or XML) and the destination folder, then define a template for each of the following:
- File name: The file name followed by the preferred extension.
- File header: The XML header and the opening tag of your root element (XML) or the header row of the CSV table (CSV).
- Records: Data from your data sets, each wrapped by an XML element (XML) or separated by a delimiter (CSV).
- File footer (XML only): The closing tag of your root element.
To assign content from your data set to a template, click the clipboard icon next to the data set to copy it as a variable, then paste it into the template. Alternatively, define a variable by typing the name of your data set into the template and wrapping it in curly brackets. You can also use the variable
{datetime}to automatically add the date and time of the export to the file name.Optionally filter which records are exported. For Printer Logs, you can filter by printer and export only records from a given date onward; for other fields, use the generic filter rules available for the selected table.
Set the export task to run manually or periodically.
Click Submit to save the task.
Results
You have created an export task. Your new export task is shown in the overview in Data Integration > Import & Export. Each record is exported at most once by a given task — records already exported in a previous run are skipped unless they failed and are configured to be retried.
What to do next
- Learn about Logistic Units, the master data type you can export.