Recurring export

Exports are accessible above search results by clicking on the  icon.

A specific access right secures this button, which is therefore only displayed to those who are entitled to access it.

Furthermore, this button is only available on a computer and is not displayed on mobile devices (tablet and smartphone).

When clicking on the Export management button, the menu gives you these 4 options:

• Export,
• Export to my email,
•   Recurring export,
• Recurring exports list.

When clicking on RECURRING EXPORT, you access a registration form which enables you to receive an export file of your data on a regular basis. 

This option has no size limit.

The form includes the fields described hereafter.

1 - Granularity field

This field allows you to set the granularity of the export: one payment operation per line or one transaction per line.

2 - Recurrence field 

This field enables you to set the frequency, with the following options, according to the day of configuration.

• Every day
• Every week
• Every month
• When a settlement is available

Every day:

• The export is done every day at 1:00 a.m. (Central European Time).
• You must set a date for the end of the export:
  • After x occurrences
  • On dd/mm/yy
  • Never

Every week:

• The export is done every week at 1:00 a.m. (Central European Time), on the day of the week that you have set for the export.
• You must first select the day of the week you want your export to be generated ; then you must set a date for the end of the export:
  • After x occurrences
  • On dd/mm/yy
  • Never

Every month:

• The export is done every month at 1:00 a.m. (Central European Time), on the day you have set for the export.
• You must first choose whether the export is generated on the 1st or the last day of the month ; then you must set a date for the end of the export:
  • After x occurrences
  • On dd/mm/yy
  • Never

When a settlement is available:

• The export is done every time a settlement’s status changes to “Notified”.
• The export takes the organization of your columns into account, but not your filters.
• You can set a date for the end of the export, but it is not mandatory:
  • After x occurrences
  • On dd/mm/yy
  • Never

3 - File name field

When you only have one selected account, the field displays the account name by default, which you can edit.

When you have several selected accounts, the field displays EVERY_ACCOUNT by default, which you can edit.

Upon saving, your file’s name is prefixed this way:

• customized name_year-month-day_hour:minute

4 - CSV separator field

The form gives you two possible separators for the CSV file:

• the semicolon (by default),
• the comma.

The form is closed by the SAVE button. 

• This button is available as soon as you choose a value in the Recurrence field.
• When clicking on the button, a first export occurs upon saving. Thus, by checking your email inbox, you will be able to quickly verify the file data.

To easily work in Excel with amounts exported from HiPay Console, here are some tips.

 Related articles: 

• Simple export
• Recurring exports list
• Automatic export via the Console API