11/6/2023 0 Comments Exporter of recordSave this file this is what you will use to import your selected data with the Import feature in the other Dynamics environment. Momentarily, you will see the indication that the Export started and an ZIP file will be downloaded. Click Previous if you need to go back and change your selections, click Export to complete the export process. Review your Export Summary of ClickDimensions records. If you indicated to choose individual records from multiple entities, you will see the Select Records option for each entity within this window.Ĭlick Next when you are ready to continue the Export setup. You may add more or remove your selection if you change your mind. You will then see your records appear within the Select Records grid under each entity. Click Add to add include these selected records in your Export. Check next to the name(s) of the record(s) you would like to export, then click Select. Use the lookup window to browse through the available records. Click Select to see the available options. You will then be prompted to select which records for each entity type you have chosen to export. Note: If you export Campaign Automation Templates, then you will not be able to export any other record types at the same time. Note: Exported Email Templates should include their images as well. Checking off the boxes of the desired entities will allow you to further specify if you would like to export all records, or just certain records of that entity type. Select the type(s) of ClickDimensions entity(ies) you would like to export from your Dynamics environment. To get started, navigate to Dynamics Settings & Support and click Export.
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