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How to Run an Export

Follow these steps to export client data using the SNG Client Export plugin:


Steps to Export Client Data

  1. Navigate to Settings
    Go to WP Admin -> SNG Client Export -> Settings.

  2. Select Export Scope

    • At the top right of the page, there is an Export All checkbox:
      • Select this to include all available fields and locations automatically.
      • Leave it unchecked to manually select specific data.
  3. Configure Export Options

    • Locations:
      Select one or more locations connected to Sweep&Go Core that you want to include in the export.
    • Clients:
      Choose the type of clients to export:
      • Active
      • Disabled
    • Fields:
      Select the specific fields to include in the export.
  4. Run the Export

    • Click the Export button.
    • Wait for the export process to complete.
  5. Download the Export File

    • All your exports will be available for download at any time in WP Admin -> SNG Client Export -> Exports.

Screenshots

Client export settings

Export settings

Client export list

List of all available exports