Choosing what gets exported

Export Config decides what a file-delivering export connector sends: which formats, how the files are named, and whether the original document goes too. It is the third step of the export wizard and a tab on the connector afterwards.

What you'll need

• The IntELIEKonnect app in your top bar.
• This permission: IntELIEKonnect · Export - Update.
• An export connector that delivers files and is not Active. Webhook, REST API and the accounting exports have no Export Config.

If IntELIEKonnect isn't in your top bar, your role can't view it or your plan doesn't include it. Ask a workspace administrator, or see Permissions and module visibility.

Steps

1. Open Export Config

   Open the connector and select Export Config. If nothing is set it reads No export config set up yet. Select Edit.

   

   The Export Config tab of Accounts SFTP export, ringed in the tab list, with Edit ringed at the top right. File Type reads Excel, CSV, File Name Prefix reads invoice_ and Include source document reads No.

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2. Name the files

   Optionally fill in File Name Prefix, such as invoice_. It goes in front of each file’s name exactly as typed, so include your own separator.

3. Pick the file types

   Under Select File Type, tick at least one of Excel, CSV, JSON and As Template. Select All ticks every type except As Template. A SQL Database or MongoDB connector shows no choice: it always exports newline-delimited JSON (NDJSON).

4. Add a template, if you chose one

   With As Template ticked, upload a Word document under Upload Template Document, with placeholders written as ${field_name}; View template guidelines shows examples. For a table field, put ${line_items} on a line of its own to insert the whole table, or put placeholders such as ${line_items.Description} in one row of your own table to repeat that row for each item. Then choose PDF Format or DOCX Format under Template Output Format.

   

   Export Config in edit mode: File Name Prefix reads invoice_, Excel and CSV are ticked, and As Template is ticked and ringed, which adds Upload Template Document with View template guidelines, and Template Output Format with PDF Format chosen. Include source document is below, and Save Changes stays greyed out until a template is uploaded.

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5. Include the original, and save

   Turn on Include Original PDF under Include source document to deliver the uploaded document too. Select Save Changes, or Continue setting up in the wizard.

What success looks like

• Export config saved appears, and the tab lists File Type, File Name Prefix and Include source document as you set them.
• The next delivery arrives in each format you ticked.

One file per document, or one per batch

Whether a run delivers one file per document or one combined file is no longer set here. It is Group Export on Schedule Configs: Scheduled Batch combines a run's documents (a row each in CSV and Excel, an array in JSON), while Immediate Delivery sends each document on its own. See Setting an export schedule.

If something goes wrong

Symptom	Likely cause	What to do
There is no Edit.	The connector is Active.	Select Disable, edit, then Enable.
There is no Export Config tab.	Webhook, REST API and the accounting exports don't deliver files.	Their format is on Configuration. See Which tabs you see.
Save Changes stays greyed out.	No file type is ticked, or As Template has no document.	Tick a type, or upload the template.
The template upload is refused.	Only DOCX and DOC files are accepted.	Save the template as a Word document.
A table placeholder appears unchanged in the delivered file.	It didn't match. Before the dot goes the table field's name; after it, a column header as printed in the source document.	Correct the name or the header. Capitals don't matter.

Next

• Setting an export schedule - when it delivers, and batching.
• Delivering buffered documents now - sending a batch early.
• Which tabs you see - when this tab is missing.