Set up automation in Ordersify Order Export is similar to setting up templates.

Step 1: Choose Automations in Order Printer, then click New automation.



Step 2: Enter the name of the new automation, then click Create automation.


You can also enter your automation description.



Step 3: Choose a template.


You can choose one of the templates you created.




Step 4: Set up Filters.


Filters allow you to filter orders according to available terms like order status, order date, order limit, customers...



Step 5: Set up Options.


Step 6: Set up Delivery.


Delivery is a method to receive the exportation file. There are 6 methods for you to choose from: Email, FTP, SFTP, Google Drive, Google Sheet, Dropbox. 



Step 7: Choose Automation.


Now we support 5 types of triggers to export files.



Step 8: Active dates.


You choose start date ( You can choose the end date )



Before Click Save, don't forget to check the Activate this template.