Perform Bulk Export

You can extract large volumes of data using bulk export. You can either extract full set or records for an object, or perform incremental extracts.

To perform bulk data export:

1. Create the export process definition. The export process definition is made up of the export map and the processing schedule.

2. In the export map of the export process definition:

   1. Select attributes for the export

   2. Filter data for the export

3. Schedule the export job.

4. Activate the export job.

Define Bulk Export

After defining the mapping files, you create an export process to export an object's data using the mapping files created.

To define a bulk export process:

1. Navigate to the following in the Setup and Maintenance work area:

   • Offerings: Sales

   • Functional Area: Data Import and Export

   • Task: Schedule Export Processes

2. Select Create from the Actions menu to view the Create Export Process Definition: Enter Basic Information page.

3. Enter basic information about the export process, such as name and export map.

4. Click Next to view the Create Export Process Definition: Configure Export Objects page.

   In this page, you define the export object you want to export and the mapping you want use for the export process.

5. Optionally, you can enter a name for the mapping if you would like to reuse this mapping for other export processes. An object's mapping file determines what data is exported every time an object is exported. You can have multiple mapping files for an export object for various object details you want to export.

   Note: The export mapping is optional. You don't need to select an existing mapping to perform an export.

6. Select Create from the Actions menu to view the Manage Export Objects dialog box.

7. Select objects from the Available Objects list and move them to the Selected Objects list and click Done.

8. Define the attributes you want to export in the Detail region of the page. You can define:

   • Attributes you want to export. Select Enabled for the attributes you want to export.

   • Header text of the attributes. Edit the header text in the Header text column. This value is used as the column header in the files generated by the export process

9. Define the filters to determine the data you want to export by clicking the button in the Edit Filter Criteria column.

   Note: For the incremental extracts, you can create filters using time stamps to determine which rows to export.

10. Click Next to view Create Export Process Definition: Create Schedule page.

11. Select if you want to run the export process immediately or at a later time. Two types of scheduled exports are supported:

    1. Incremental Export

    2. Normal Export

12. Click Next to view the Create Export Process Definition: Review page.

13. Review the export process details and click Activate.

After each export process executes and completes, a comma or tab delimited data file is created and stored as an attachment to the data export process. If the number of records matching the view criteria exceeds one million records, or if the generated export file size exceeds 100 MB, then the data export process generates multiple files. The generated export files are numbered using the extension "_NNN" starting at "_001".

You can also use web services to schedule and start an export process. In this case, you can use the getAttachment web service to download the data file.