Set up automation in Ordersify Order Export is similar to setting up templates.
Step 1: Choose Automations in Order Exporter, 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.
