Export Customer Setup Form
Provide the required details to configure export preferences and access for your SaaS export workflow.
Customer Name
*
First Name
Last Name
Company Name
*
Contact Email
*
example@example.com
Export Format
*
Please Select
CSV
Excel (XLSX)
JSON
XML
Other
Export Frequency
*
One-time
Daily
Weekly
Monthly
Access Level
*
Read-only
Read & Write
Admin
Integration Method
*
Please Select
SFTP
API
Email Attachment
Direct Download
Other
Notification Email(s)
Export Start Date
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Customer Tags
Special Instructions or Notes
Submit Setup
Should be Empty: