Create an export set

Create an export set to export records from your instance to a file on a MID Server.

Before you begin

Role required: export_set_admin

About this task

Note: Export sets do not export attachments to records. To download an attachment, either use the REST Attachment API (HTTP request originates from a third-party HTTP client), or use the outbound REST Message module to send the attachment from the instance (HTTP request originates from the instance).

Procedure

  1. Navigate to System Export Sets > Create Export Set.
  2. Enter a descriptive Name for the export set.
  3. In the What to export section, define what data to export in one of these ways.
    OptionDescription
    Select Yes and select an Export Definition record. Use this configuration if you have already created an export definition record specifying what data to export.
    Select No and select a table to export data from. Use this configuration if you have not created an export definition record. A new export definition record is created automatically using the selected table that includes fields from the default list view for that table. You can modify the export definition record as needed after creating the export set.
  4. In the Where to export to section, define where you want to export data to in one of these ways.
    OptionDescription
    Select Yes and select an Export Target record. Use this configuration if you have already created an export target record specifying where to export data to.
    Select No and select a MID Server, and specify a path on the MID Server to save the exported data to. Use this configuration if you have not created an export target record. A new export target record is created automatically for the selected MID Server and file path. You can modify the export target record as needed after creating the export set.
  5. Click Submit.

What to do next

After creating the export set, the Export Set form appears. You can configure advanced options from the form such as specifying a data format or scheduling recurring exports.