How to Create Export Task

After you opened an export package details page either for existing package or for a new one, click the Add new link to open the Task Editor. Note that the package should have a valid source connection before creating or editing tasks. After the task editor is opened, perform the following actions:

  1. Select the exported object from the Object drop-down list.

    Object List

  2. In the Columns list select check boxes corresponding to columns or fields to export data from. You can use the Type to filter box to quickly find the necessary column name and select the check box next to it.

    Columns List

    Note that the list contains not only the selected object’s fields, but also the fields of the objects, the selected object refers to, grouped by the object they belong to. You can expand and collapse the object field lists by clicking the corresponding object name. The check box to the left of object name allows you to select all the fields of the object (in our case it is “Account”).

    Object field list

    Thus, you can export fields not only of the selected object but also the fields of the referenced objects.

  3. Optionally specify the target CSV file name in the Target File Name box. By default, the CSV file will have the source object name, followed by export operation timestamp if the Append timestamp to the file name check box is selected for the package. Note that if you specify a custom name, it will not be followed by the timestamp even if this check box is selected for the package; this check box is applied only for export tasks with the default file name.

  4. Optionally, select the Compress Target check box and select the Compress Typezip or gzip.

    Target File Name

  5. Specify the filter conditions if necessary (see how).
  6. Specify how the data must be ordered if necessary. For this, click the Add button on the right.

    1. In the first drop-down box, select the name of the exported object or a reference to a related object to sort data by its field.

      Order By drop-down box

    2. In the second drop-down box, select the name of the field to sort the data by.

      Field Name drop-down box

    3. In the third drop-down box, select the sorting order — Asc (ascending) or Desc (descending). If you want to remove inserted data, click Remove.

      Sorting Order drop-down box

  7. Click the Save button at the bottom of the Task Editor to add the created task to the package.