Create an export definition

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • Create an export definition to define what data to export in an export set.

    Before you begin

    Role required: export_set_admin

    About this task

    An export definition specifies the data to be exported in an export set. This data includes a table, one or more fields, and optionally a filter to limit the included records.

    Procedure

    1. Navigate to All > System Export Sets > Export Definition.
    2. Click New.
    3. Enter a descriptive Name for the export definition.
    4. Select the Table to export data from.
    5. Select one or more Fields from the selected table to export data from.
    6. Optional: Specify a Filter to export only certain records from the selected table.
      Specifying a filter condition on the Created (sys_created_on) or Updated (sys_updated_on) fields may prevent scheduled data exports from using delta exports functionality. Do not specify filter conditions on these fields if you intend to use scheduled delta exports.