Knowledge Base

Automatic Exports Using FTP and DropBox

You can set up automatic exports of your payroll/scheduling data using either FTP or DropBox integration.

This is great if you want to have your scheduling data sent automatically on a set time each day to a specific location.

To set up an automatic export profile:

Go to Reports > Export Payroll

Click the Repeat button. From there, enter the frequency, time range and type of file you want to be automatically exported:

When you are finished click Add New.

Once you've set up your first repeating profile, you can navigate to System Settings  > Misc > FTP / DropBox Exports:

To view the profile you created earlier (Along with any others you've created, as well as create new ones), you can click the Manage Automatic Exporting button:

To export using FTP:

To send the file data using FTP, simply check the box next to FTP and then enter the FTP address and login credentials. Then click save.

To export using DropBox:

To send the file data to a DropBox folder, simply click the checkbox next to DropBox, and then click the Start Auth button. You will be prompted to log in to your DropBox account and allow access to scheduling.

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