How to Filter your Export in Import2 Wizard

Published 28 September 2018

Description

Create an export of your data to see exactly what you need, and nothing of what you don't. With Import2 Wizard, you can customize filters to include only the specific records you want, and what data you see.

1. Connect the app(s) you wish to export from

2. Select the frequency of your export and where you want the data delivered to

3. Setup the filter(s) you wish to apply in order to get just the records you want to view, and select the columns to include in your download

4. Download the CSV file

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