Set Up a Data Project and Recurring Data Job

Note: To access the Data management workspace and create a recurring data job, follow these steps:

  1. Go to finance and operations apps.
  2. Select the Navigation pane and then go to Workspaces > Data management.
  3. In the Data management workspace, select Export. You can optionally select Import because recurring jobs can be set up for both import and export jobs.
  4. On the Export page, enter a name for the job.
  5. Select the Target data format.
  6. Select the Entity name from the drop-down list.
  7. Specify if you want to generate a data package.
  8. Select Add entity.
  9. You can follow steps 4-8 to add more entities to the job.
  10. After you have added all the entities to the export job, select all the files and entities that you want as part of the recurring data job by selecting the check box in the upper-right corner of each entity.
  11. Select Create recurring data job on the Action Pane.
  12. On the Create recurring data job page, specify a name for the job.
  13. Optionally, add a description for the job.
  14. Select the Batch group that this job will be a part of.
  15. Set up the recurrence by selecting the Set processing recurrence link at the top of the page.
  16. Specify the start date, start time, time zone, end date, and recurrence pattern on the Set processing recurrence page.
  17. Select OK.
  18. Expand the Set up authorization policy FastTab.
  19. Paste the Application ID into the field and enable.
  20. Select OK.