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Introduction to Automatic Exports

Introduction to Automatic Exports
 

What Are Automatic (Auto) Exports

Auto Exports is a Greenback feature that automatically exports your transactions from Greenback to your accounting platform at regularly scheduled intervals. Once enabled, sit back and relax as Greenback continues to fetch your transactions from any or all of your connected integrations, route them to the appropriate account, and NOW automatically post them to your accounting file.

Why Are Auto Exports Valuable?

Save Time

Auto Exports takes the already convenient single and bulk export processes and does it for you. Once exporting your transactions manually has been optimized, let Auto Exports do the rest. While using the Bulk Export feature allows you to move up to 500 transactions with a single click of a button, Auto Exports moves all of your transactions with no clicks (after a brief setup)!

Note

Greenback does not limit the number of transactions that can be exported. However, your accounting platform may have daily limits in place.

Reduce Manual Errors

Remove the human element from another step of the accounting process. Auto Exports allow for transactions to seamlessly flow from Greenback to your account platform without someone touching the data.

Considerations

To ensure the best experience with Greenback's Auto Export feature, optimize your accounting platform before requesting this feature. This includes items such as Chart Of Accounts, tax centers, products/services, categories, SKUs, etc.

Auto Exports work best when Greenback mappings and transforms are in place. Ensuring all transactions are routed to the proper location is a necessity for Auto Exports to function properly.

Learn More About Mappings

Learn More About Transforms

Auto Exports are best suited to start on a future date. It is recommended to continue manually exporting transactions until then.

How To Enable Auto Exports

Auto Exports are available to qualified subscribers during the onboarding process. Qualified subscribers that have already onboarded, request Auto Exports by emailing support@greenback.com.

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