Setting an export schedule

On an export connector, Schedule Configs decides two things: whether results go out one at a time or in batches, and, for batches, when they go. It is the last 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 is not Active. Webhook and the accounting exports have no schedule: they always deliver at once.

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 Schedule Configs

   Open the connector, select Schedule Configs, then Edit. In the wizard, this is the last step.

   

   The Schedule Configs tab of Accounts SFTP export, ringed in the tab list, with Edit ringed. Group Export reads Scheduled Batch, and below it No schedule configured yet.

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2. Choose how it delivers

   Under Group Export, choose Scheduled Batch to collect documents and deliver them together on each scheduled run, or Immediate Delivery to send each document on its own as soon as it is processed. A new connector starts on Scheduled Batch.

   

   The schedule editor of an export connector. Group Export, ringed, is set to Scheduled Batch, above the schedule: Repeat on an interval, Every 10 minutes, five next runs and the summary. The bar along the bottom holds Cancel and Save Changes.

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3. Set the schedule, for batches

   With Scheduled Batch, pick Repeat on an interval, Repeat day-wise or Specific times and fill in the detail, as for an import schedule. Next scheduled runs shows when batches will go. With Immediate Delivery the schedule is greyed out because it isn’t used.

4. Save

   Select Save Changes, or Finish setting up in the wizard. _Schedule saved_ confirms it.

What a batch is

On each scheduled run, Scheduled Batch delivers every document collected since the last one, as one file per format: a row per document in CSV and Excel, an array in JSON. Only documents that have finished review are collected. Deliver now on the connector sends the current batch early. Switching to Immediate Delivery first sends whatever is already collected as one last batch.

What success looks like

• The tab shows Group Export with your choice, and the schedule with its next runs.
• With Scheduled Batch on an Active connector, Deliver now appears at the top.

If something goes wrong

Symptom	Likely cause	What to do
No Schedule Configs tab.	Webhook and the accounting exports always deliver at once.	Expected. See Which tabs you see.
There is no Edit.	The connector is Active.	Select Disable, edit, then Enable.
Save Changes stays greyed out.	Scheduled Batch is on and the schedule is incomplete.	Finish it, or choose Immediate Delivery.
Files arrive one per document.	Group Export is Immediate Delivery.	Choose Scheduled Batch and set a schedule.
Saved, but nothing is delivered.	The connector isn't Active, or no orchestrator feeds it.	Check its status, then its export channels.

Next

• Delivering buffered documents now - sending a batch early.
• Choosing what gets exported - file types and naming.
• Setting an import schedule - the three schedule types in detail.