Flxpoint supports flexible Automated Exports so you can send scheduled exports of your Source Inventory, Product Catalog, or Channel Listings to external destinations without manual work.

Each automated export uses your existing Export Templates, delivery Connections, and optional Saved Filters so you control what data is exported, where it goes, and how often it runs.

📤 What Are Automated Exports?

Automated Exports let you schedule recurring exports of Flxpoint data to an external destination. Once configured, they run on the schedule you define and deliver files using the connection you choose (FTP, SFTP, S3, HTTP File, Email, etc.).

Automated Exports are built from four main components:

• Export Templates – define which fields and format are included in the export file.
• Connections – define where the file is delivered (FTP/SFTP, S3, HTTP File, Email, and more).
• Schedules – define how often and when the export runs.
• Saved Filters (Optional) – narrow down which records are exported based on filter conditions.

These exports can be created for:

• Source Inventory
• Product Catalog
• Channel Listings

🛠️ How-to Guides

A. Create an Automated Export

Recommended starting point for most accounts using exports

Use this flow when you already have an Export Template and (optionally) a Saved Filter created and you’re ready to put the export on a schedule.

Result: Flxpoint will automatically generate and deliver export files on the schedule you define.

1. Go to Account Settings → Automated Exports.
2. Click ➕ Schedule an Export.
3. In the Schedule an Export modal, configure the fields described below.

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Fields in the Schedule an Export modal:

• Export Name – A unique, descriptive name for this export job (for example, Daily Inventory Export to S3).
• Template – Select an Export Template you have already configured for the module (Source Inventory, Product Catalog, or Channel Listings).
• Saved Filter (Optional) – Choose a Saved Filter to narrow down which records are included. The dropdown appears only when there are applicable filters for that module.
• Connection – Choose how and where the file will be delivered.
  • FTP / SFTP
    • Connection Name
    • Protocol: FTP or SFTP
    • FTP Host
    • FTP Port
    • FTP Username
    • FTP Password
    • Result: Once the export completes, the file is placed on the FTP/SFTP server.
  • HTTP File
    • Connection Name
    • Result: After the export completes, you can download the file or copy the file URL.
  • Other connection types (such as S3 or Email) follow similar patterns and will show their own required fields.
• Schedule – Toggle Yes to enable scheduling, then choose how often and at what time the export should run.

When you are finished, click Save to create the automated export. Flxpoint will now generate files on the schedule you configured.

B. Create Saved Filters

Saved Filters are optional but powerful. They allow you to define reusable filter logic from within each module so you can apply the same criteria to grids and automated exports.

You can create Saved Filters from:

• Source Inventory
• Product Catalog
• Channel Listings

1. Go to the module where you want to define the filter (for example, Inventory → Source Inventory).
2. In the left sidebar, find Saved Filters and click Manage Filters.
3. Click New Filter.
4. Give the filter a Name and configure your Filter Conditions using the available fields and operators.
5. Click Save Filter. The new filter will appear in the Saved Filters list and can be used in Automated Exports for that same module.

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🧩 How Saved Filters Work with Automated Exports

When you attach a Saved Filter to an automated export, Flxpoint uses it every time the export runs to determine which records are included in the file.

Behavior and rules:

• ✔ The Saved Filter field is optional when creating an automated export.
• ✔ If a Saved Filter is selected, the export will only include records that match that filter’s conditions.
• ✔ A Saved Filter that is currently used by an automated export cannot be deleted.
• ✔ To delete a Saved Filter, you must first edit any automated export that uses it and remove or change the filter.
• ✔ Saved Filters are scoped to their module:
  • Source Inventory filters are available for Source Inventory exports.
  • Product Catalog filters are available for Product Catalog exports.
  • Channel Listings filters are available for Channel Listing exports.

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🧪 Tutorial

Example: Automated Export for Inventory Missing Brand & Category

This walkthrough shows how to create a Saved Filter and an Automated Export that only includes inventory items where Brand and Category 3 are empty.

Goal: Generate a recurring report to help your team fill in missing brand and category data.

Step 1 — Create the Saved Filter

1. Go to Inventory → Source Inventory.
2. Click Manage Filters → New Filter.
3. Add the following conditions:
   • Brand → Is Empty
   • Category 3 → Is Empty
4. Name the filter (for example, Missing Brand & Category).
5. Click Save Filter.

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Step 2 — Schedule the Automated Export

1. Go to Account Settings → Automated Exports.
2. Click ➕ Schedule an Export.
3. Set Export Name to something like Missing Brand & Category Inventory.
4. Choose the appropriate Template (for example, a Source Inventory export template).
5. In Saved Filter, select Missing Brand & Category.
6. Choose or create the Connection (FTP, S3, HTTP File, etc.).
7. Toggle Schedule to Yes and choose how often you want this report (for example, Daily).
8. Click Save.

From now on, each time the export runs, the file will only include items where Brand and Category 3 are empty, helping your team keep product data clean.

📚 Reference

1) Key Concepts

• Automated Export: A scheduled job that generates an export file from Flxpoint and delivers it to a connection without manual intervention.
• Export Template: A reusable definition of fields, format, and layout used when Flxpoint builds the export file.
• Connection: The configured destination for export files (FTP/SFTP, S3, HTTP File, Email, etc.).
• Schedule: The timing configuration that controls when the export runs (daily, weekly, hourly, etc.).
• Saved Filter: A named set of filter conditions that can be applied to grids and exports for the same module.

2) Best Practices – Simple Checklist

• ✅ Use clear, descriptive names for exports, templates, and filters so teams can identify them quickly.
• ✅ Test your Export Template manually first to confirm the file structure before enabling the automated schedule.
• ✅ Keep Saved Filters organized into groups where possible (for example, “Data Cleanup”, “Partner Reporting”, “Internal Analytics”).
• ✅ Keep filter logic as simple as possible for better performance and easier troubleshooting.
• ✅ Periodically review existing Automated Exports and Saved Filters to remove ones that are no longer needed.

🧾 Summary

Automated Exports give you a reliable way to deliver up-to-date catalog and inventory data to customers, partners, and internal teams. By combining Export Templates, delivery Connections, Schedules, and optional Saved Filters, you can precisely control what is exported, where it is delivered, and how often it runs.

Once configured and tested, these exports reduce manual work, keep external systems aligned with Flxpoint, and provide a repeatable data delivery workflow that scales as your catalog and integrations grow.