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Export Settings

The Export Settings section allows you to configure automatic daily exports of campaign results to an SFTP server. Once enabled, the system will push a file to your configured destination at the specified time each day.

Enabling Automatic Exports​

Toggle Enable to turn automatic exports on or off for this campaign. When disabled, no files will be pushed to the SFTP server, but your configuration is preserved.

Configuration Fields​

SFTP Connection​

  • Required: Yes (when export is enabled)
  • Purpose: Select the SFTP server to push export files to. Connections are managed in the Admin section.

File Format​

  • Required: Yes
  • Options: CSV, JSON
  • Purpose: Select the format for the exported file.

Export Time​

  • Required: Yes
  • Type: Time
  • Purpose: Set the time of day when the export will run. Uses the organization's configured time zone.

Export Directory​

  • Required: Yes
  • Type: Text
  • Purpose: The destination folder on the SFTP server where exported files will be placed. This path is appended to the SFTP connection's base directory.
  • Example: exports/results → resolves to <base_dir>/exports/results

File Name Template​

  • Required: Yes
  • Type: Text
  • Purpose: Define the name of the exported file. Supports dynamic variables that are substituted at export time.
  • Available Variables:
    • {campaign_id} — the ID of the Dialer Campaign
    • {date} — the date the export was generated
  • Example: campaign_{campaign_id}_{date}.csv

Last Export Status​

The Last Export status display shows the date and time of the most recently completed export, along with a Success badge when the last run completed without errors. If no exports have run yet, it displays "No exports completed yet."

Saving Your Configuration​

Click Save after configuring all fields. Export settings take effect immediately on save — the next scheduled export will use the updated configuration.

⚠️ Note: Ensure all required fields are filled in before saving. An incomplete configuration may prevent exports from running.