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Workspace admin/intelie-konnect/export-connectors

Choosing what gets exported

Export Settings is the export-only tab deciding what Elie delivers: file names, formats, and whether a scheduled batch arrives as one combined file or one per document.

What you'll need
  • The IntelieKonnect module visible in your left-hand navigation.
  • This permission: IntelieKonnect — Update.
  • An export connector that is not Active — the tab is read-only while it runs. Grouping also needs a schedule.

If IntelieKonnect isn't in your navigation, your role doesn't have visibility for it — ask a workspace administrator, or see Permissions and module visibility.

Steps​

  1. Open the connector from Export Connectors and select Export Settings. Unset, it reads No export settings configured yet.

  2. Select Set Export Settings, or Edit Settings if something is saved. Neither appears while the connector is Active.

  3. Optionally fill File Name Prefix, e.g. invoice_, including your own trailing separator. Under Select File Type tick any of Excel, CSV, JSON and As Template — at least one. SQL Database and MongoDB always export NDJSON, so no picker appears.

  4. As Template adds Template Output Format and Upload Template Document. Upload a DOCX (only DOC and DOCX are accepted) whose placeholders read ${field_name}. View template guidelines explains the syntax.

  5. Set Allow Group Export to Yes for one combined file per scheduled batch — a row per document for CSV and Excel, an array for JSON — or No for one file each. Include source document adds the original. Select Save Configuration.

What success looks like​

  • Export settings saved appears; the card returns to read-only.
  • Deliver now appears in the header once the connector is Active, scheduled and grouping.

Where the body template lives​

REST API and Webhook connectors have no Export Settings tab — they render a payload rather than a file. Their format sits on Configuration: a Payload choice and a Body Template of ${fieldName} tokens, with Insert field beneath it.

If something goes wrong​

SymptomLikely causeWhat to do
No Set Export Settings or Edit Settings button.The connector is Active, which locks every tab.Disable, edit, enable — see Enable, disable, delete.
Save Configuration stays disabled, silently.No file type ticked, or As Template lacks a format or a document.Tick a file type; finish or untick As Template.
Allow Group Export is greyed out.The hint Group export requires a schedule means there is none; otherwise you are in read-only view.Set one — see Schedules.

Next​

Steps verified against elie-tenant-ui 0.1.2 on . Something wrong with this page?