How do I set up scheduled CSV data deliveries?

Check out this video to see how!

 

1. Navigate to the CRM tab

2. Click on "CSV Delivery"

3. Click the "Schedule CSV delivery" button

4. Choose whether you want connections or applications

5. Choose your frequency

6. Schedule the receipt time

7. Click "continue"

8. Choose grade level and file type

9. Click save

10. Your scheduled deliveries are now set up to arrive into your email inbox!