choose which headings are included in CSV automated send file

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MICHAEL EGAN

Hello,

with the automated CSV submission can you make it available so that the user can choose which headings of the CSV are sent through? just makes it quicker sending the CSV without having to remove unwanted headings. you'd be legend if you could get this going. 

 

cheers

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    Sara Kaplow, Community Manager
    • Edited

    Hi Michael,

    You can do this with our Business Insights tool using the mapping functionality. This video (sorry that it's a little out of date - not much has changed in the BI tool though, so it's still accurate) has a walk through of how to do just that (start around minute 3 to get just the mapping details): 

    https://gocanvas.wistia.com/medias/czmpz5tjmu

    Hope that helps!

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