By activating this automation, you are automating the manual work required to export the export data for both balance ledger changes and Token issued or received.
Setting up the Data Export Automation
To streamline data export and make this process more efficient, set up the sales token automation on your account.
1. Click Settings (1), then Automation (2) and finally Data Export (3)
Ledger data export automation
This automation exports all balance changes in your account. You can read more about these steps on the article: Balances - Understanding your Balance overview dashboard
Once you have selected configure ledge automation, you will see a pop-up as pictured below. Here is where you can configure the details of this automation.
After you configure the automation, it will generate a report and send it via email keyed into the pop-up. This email will be from noreply@paydocker.com and the ledger will be in excel format.
Token data export automation
Similar to ledger data export automation, this allows you to automate the data export of tokens that you have issued and/or received. Read more about them here:
- Sales - Token for Tokens to be received
- Purchases - Token Settings for Tokens to be issued
The data from different balances will be exported into individual export files attached within the same email.