Consumer Data Export - Simplicity

Modified on Wed, 22 Dec, 2021 at 2:59 PM

If you are a Simplicity customer and need to get your consumer data out of Simplicity and into with the TakeWebPayments and/or EasyWebDocs solutions, we have provided some guidelines on how to accomplish this critical step. There are two options to extract consumer data:

  1. Setup an automated process that will send consumer data to an FTP site on a schedule using their Automatic Export Manager or;

  2. Manually upload using the File Export feature. Please refer to the Simplicity links below for more details.

Automatic Export Manager (Simplicity):

This process will automatically pull data based on your filtered specifications in Simplicity and sends a file to our FTP site, can be on a scheduled basis or ad-hoc.

File Exporter (Simplicity):

This process will allow you to export a file based on your Simplicity filtered specifications; however, you will then need to upload the file manually using our in-app Simplicity File Import tool. Follow the below instructions to extract data from your Simplicity Collections system. If you should have difficulty extracting data, please contact Simplicity support for assistance.

Simplicity Import (TakeWebPayments)

For detailed instructions on how to use the in-app Simplicity File import tool in our solution, click here.  

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