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Schedule regular export

You can schedule regular exports with Awesome Table Connectors so that they run at an interval you define: 15 minutes, 30 minutes, hourly, daily, weekly, or monthly.

Prerequisites
Before scheduling, run a test export as a best practice to verify that your export is correctly configured.
For example, see Export from Salesforce to Google Sheets.

  1. After running a request, click Schedule refresh in the success message.

    note

    You can also schedule a request at any time from the request list in the Home screen.

    From the Home screen, click the Options menu next to the request you want to schedule, and click Schedule

  2. Configure the export task to run on a regular basis. We are scheduling our request to run at the beginning of each month to create a monthly report.

    From the Home screen, click the Options menu next to the request you want to schedule, and click Schedule

  3. Choose how the data is inserted each time the request is run:

    • Replace previous import to remove the previously inserted data before running the request, when you only need the latest data
    • Append to previous import to insert the data right after the last row (or column, if transposed) of the previously inserted data, when you want to add data to the existing table, without repeating the header row/column
    • Create a new sheet for each refresh to insert data into a new sheet with an automatically generated name, when you want to keep the versions of your data in separate sheets

    We are creating a new sheet for each refresh to keep our montly reports separate.

    From the Home screen, click the Options menu next to the request you want to schedule, and click Schedule

  4. Choose whether you want to receive an email notification each time the scheduled request is run. We are using a comma-separated list of emails to notify our team members of the availability of the monthly report.

  5. Click Save to save the scheduled export configuration.

The scheduled request is now displayed in the Home screen along with its refresh interval, and a log of the completed exports is available in the Awesome Table History sheet. In our case, a new sheet will be created each time the scheduled request is run.

The Awesome Table History sheet contains one line for each request run
What's next

You can edit the scheduling parameters by clicking on the refresh interval.