Minimum Version Required: 23.01
Steps
Export Routines are a way to schedule the generation of files in various formats from the data in Encompass, and send that file to a designated location.
Note: The usage of Export Routines incurs a $0.01/second of processing time fee (the standard Encompass API fee)
Export Routines can send data in CSV, Excel, JSON, or XML format.
Export Routines can send data via:
FTP
SFTP
AS2
API (REST)
Email
AWS S3 Bucket
Currently, Export Routines can only be created by Encompass Professional services, please contact Encompass Professional Services if need to have one setup.