Efficiency Leaders Support

CSV Export Configuration

To add CSV export connector, first select Setting tab and Export Settings, then click on the Plus button located on the top right hand corner

Select CSV and click on OK (tick) button.

CSV export connector will be shown as part of the list in the left hand, click on it to see the configuration window.

Configure the connection details and map the fields

The following fields are displayed by default, please click on Plus button, if more fields are required.

Select the fields for the Sheet or Table Header and click on "OK" (tick) button

Once all the fields have been mapped, save the changes by clicking on "Save Export Settings" button located at the button of the page.

Go to General Settings, select CSV as Default Export and save the changes

CSV export connector is now set up and ready to export documents.