Is it possible to automate csv export ?

TakadaGuna

Hello,
I am planning to periodically automatically export my data in csv form (for example every end of week), and sending the result to an email address. Is this possible at the moment? How should I approach this?

Thank you in advance. Always appreciate any help.

lsw-fabian

Hi @TakadaGuna,
atm we dont have an option to automate the csv export. But you could send the data periodically via REST to your client and perform an CSV export after (e.g. with Powershell).

Nimantha

Hi! lsw-fabian and gabriel

Just wanted to see if the functionality has been implemented since / there's a different way to do things now.

Below is an AI summary from Google search - is it accurate (also includes the above mentioned points)? It also linked to the Server File Handling feature in v 3.11

gabriel

Right now, we do not have this feature. You can send any data you want inside a mail body (like CSV lines) - but not as attachment. Another user previously requested a save-to-disk feature for CSV files as well - we are currently looking at if/how we could offer this.

gabriel

Nimantha
Yes, with file export functions, you can now generate text files (like CSV) from inside backend functions. This allows for event or schedule based exports of data from r3.

Just make sure that you have a fileExport path defined in config.json, otherwise the system will not execute the export.