Creating an Export Package

Navigation: Tools > Exports > Packages

Accessing the Export Package Composer 

1. From the bottom navigation bar, click Tools
2. Click Exports. The Exports Manager will display.
3. Click Packages. The Exports Packages Manager will display.
4. Click +Create. The Export Package Composer will display.
   
   
   

 

Using the Export Package Composer

The Export Package Composer has six sections that you’ll need to complete. 

Tip: As you complete a section, you will automatically be moved to the next section.

• • Start
  • Fields
  • Static Values
  • Layout
  • Actions
  • Finish

Tip: Be sure to save your information frequently.

 

Start

Details

1. Package Name: Enter the name of your export package
2. Description: Describe the export package so that other staff members will be able to easily identify it
   
   
   

Smart Search

3. Choose a Smart Search you would like to export: Select the Smart Search which identifies the records you would like to export
   
   
   

Send a Copy to SFTP

4. Server Location: Enter sftp.fireworkscrm.com
5. Folder Path: Enter the name of folder where you want the file to be sent
6. Username: Enter your SFTP username 
7. Password: Enter your SFTP password
8. File Name: Enter the file name
   
   Tip:  If you leave the File Name field blank, Fireworks will generate a file name for you.
   
   
9. Click Save & Continue
   
   

 

Fields

1. Source: Select the source from the Source dropdown menu.
2. Output Options: Select an output option from the Output Options dropdown menu, when applicable
   
   Tip: The appropriate output options will display for the field group you selected.
   
   
3. Check the box to the left of each Source field you want to include in your export
4. Click the Conversion (Optional) dropdown menu and select Add New Conversion or one of your previously saved conversions, if available
5. Column Header: Enter a column header 
   
   Tip: If you leave the column headers blank, they will default to the Fireworks field names in the export file.
   
   
6. Click  
7. Select Add Field Group to add another field group
8. Repeat steps 1-7 (directly above) until all of the fields have been added
9. Click Save & Continue
   
   
   

 

Static Values

1. Column Header: Enter a column header
2. Column Value: Enter a column value
3. Click    
4. Repeat steps 1-3 (directly above) until all of the static values are added
5. Click Save & Continue
   
   
   

 

Layout

1. To reorder a column(s), click to the right of the column you want to reorder
2. Drag the column to the location you desire
   
   
   
   
3. Once you’ve finished reordering your columns, click Save & Continue

 

Actions

Prior to running your export package, you’ll need to determine what additional action (if any) you’d like to post to each exported record. 

1. Category: Select a category from the Category dropdown menu (e.g., Data Management)
2. Action: Select an action from the Action dropdown menu (e.g., Record sent to SIS)
3. Comments: Enter additional information about the action
4. Click Save & Continue
   
   
   

 

Finish

1. Review each area of the Finish page
   

• 1. Source
  2. Actions
  3. Fields (i.e., order, field, header, conversion)
     
     
     

2. You have two options:
   

• • Make Ready and Run
    

1. 1. 1. Click . The Run Export page will display.
      2. Review your selections (i.e., Package, Smart Search, SFTP setting)
         
         
         
         
      3. Review your Export Actions and select the Staff member you want to associate with the action that is posted to each exported record
      4. Click Review Export. The Run Export: Review page will display.
         
         
         
         
      5. Click Run Export or Schedule Export

• • Make Ready

1. 1. 1. Click  and the status of your export package will update from Draft to Ready