Data Export: Creating a Data Export

1. Select Create New to add a Google account to SOTI Snap. Enter a Google account name (not an email address) and select Authenticate.

   Another browser window opens when you can sign into your Google account and verify your email account for use with SOTI Snap.

2. Follow the Google sign-in prompts.
   Tip: You can add multiple Google accounts to SOTI Snap.
3. Select an email account and select Next.
4. Navigate to the folder and file you want to export to SOTI Snap.
   Tip: Use the search field to find the folder you want quickly.
5. Select the Form in your app that you want to pull data from.
6. Choose the fields you want to include in the .pdf exported to Google Drive. Turn on Don't show empty fields in PDF if you want to hide fields that do not contain data. Select Next.

Use SOTI Snap Link data export to send data from a SOTI Snap app to an external destination such as SQL Server database.

1. Create a SOTI Snap Link connection.
2. Select the SOTI Snap Link connection you just created and select Next.
3. Select the app form screen where you want to pull data from to send to SOTI Snap Link.
4. Choose the app fields you want to include in the data transfer. Only fields in the selected Form screen appear. Select Next.

1. Select Create New to add a Microsoft Office 365 account to SOTI Snap. Enter a Microsoft account name (not an email address) and select Authenticate.

   Another browser window opens to sign in to your Microsoft account and verify your account for use with SOTI Snap.

2. Follow the Microsoft prompts to link your Microsoft account with SOTI Snap.
   Remember: This third-party process controlled by Microsoft is subject to change without notice.
   • Log into a Microsoft account.

     You see a list of the permissions required by SOTI Snap.

   • At the bottom of the approvals list, enter a justification for your app's level of access and select Request Approval.

     Your Microsoft Azure account administrator receives the justification and evaluates it.

     You and the Microsoft Azure administrator receive an automated notification email from Microsoft Azure regarding the request. You can only proceed once you receive an approval email from the administrator.

3. Select a Microsoft account and select Next.
4. Navigate to the folder in SharePoint where you want to put data exported from SOTI Snap.
   You may only navigate to folders for which you have the necessary permissions.

   Tip: Use the search field to find the folder you want quickly.
5. Select the app Form you want to pull data from.
6. Choose the app fields in the selected Form page to include in the .pdf exported to SharePoint. Turn on Don't show empty fields in PDF if you want to hide fields that do not contain data. Select Next.

1. Select Create New to add a Microsoft Office 365 account to SOTI Snap. Enter a Microsoft account name (not an email address) and select Authenticate.

   Another browser window opens to sign in to your Microsoft account and verify it for use with SOTI Snap.

2. Follow the Microsoft prompts to link your Microsoft account with SOTI Snap.
   Note: This third-party process controlled by Microsoft is subject to change without notice.
   1. Log into a Microsoft account.
      You see a list of the permissions required by SOTI Snap.
   2. At the bottom of the approvals list, enter a justification for your app's level of access and select Request Approval.
      Your Microsoft Azure account administrator receives the justification and evaluates it.

      You and the Microsoft Azure administrator receive an automated notification email from Microsoft Azure regarding the request. You can only proceed once you receive an approval email from the administrator.

3. Select a Microsoft account and select Next.
4. Navigate to the folder in OneDrive where you want to put data exported from SOTI Snap.
   Tip: Use the search field to find the folder you want quickly.
5. Select the app Form you want to pull data from.
6. Choose the fields to include in the .pdf exported to OneDrive. Turn on Don't show empty fields in PDF if you want to hide fields that do not contain data. Select Next.

1. Enter the connection details for the FTP or SFTP server.
   • FTP/SFTP Server Address: Enter the full server address for your FTP or SFTP server.

     For example, ftp://website.com or sftp://website.com.

   • Port Number: By default, SOTI Snap sets the port number for FTP servers as 21 and for SFTP servers as 22.

     Change this value if the port number for your server differs.

   • Username: Enter the username for an account that has read access to the server.
   • Password: Enter the password for that account.
   • FTP/SFTP Location: Enter a location within the FTP or SFTP server where you want to place the exported data. If you do not specify a location, the exported data is in the server's default public folder.
2. Select Test to validate the connection and ensure the server details are correct. Select Next.
3. Select the Form screen in your app from which you want to pull data.
4. Choose which apps fields in the selected Form screen you want to include in the .pdf exported to the FTP or SFTP server. Turn on Don't show empty fields in PDF if you want to hide fields that do not contain data. Select Next.

The WebHook Data Export delivers data to other applications through an HTTP POST request. The request body holds the data sent to your HTTP endpoint in JSON format.

1. Enter the WebHook URL and select Authenticate. Select Export and delete to delete app records from the SOTI Snap server and devices once pushed to the WebHook server.
2. Execute Step 4
3. Choose the data fields to send to the WebHook server. Select fields from the App fields panel and move them to the Fields to send panel. Select Next.
4. Choose the format for sending the app data to WebHook.
   • Select No app fields info if the service behind WebHook is aware of the app fields.
   • Select App fields info if the service behind WebHook is unaware of the app fields.
   • Select Key-value if the service expects data in key-value pairs like Zapier.

1. Select Create New to add a Google account to SOTI Snap. Enter a Google account name (not the email address) and select Authenticate.

   Another browser window opens for you to sign in to your Google account and verify your email account for use with SOTI Snap.

2. Follow the Google sign-in prompts and allow Google to grant SOTI Snap any requested permissions.
   Tip: You can add multiple Google accounts to SOTI Snap.

   The Google account browser window closes after you grant all SOTI Snap permissions.

3. Select the account you just created and select Next.
4. Select a form within your app and fill in the Email Template Settings fields.
   • To: Enter at least one email address. Use macros to dynamically populate the recipients field based on the app's contents.
   • Subject: Enter a subject line for the email message. Use macros and metadata to dynamically populate the subject line from the app's contents.
   • Message: Enter text for the body of the email message. Use macros and metadata to populate the subject line from the app's contents dynamically.

1. Select Create New to add an SMTP account. Fill in the fields of the Create SMTP Account dialog box.
   • SMTP Account Name: Enter the SMTP account name.
   • Hostname: Enter the hostname of the SMTP server.
   • Port Number: Enter the port number of the SMTP server.
   • Username: Enter the username of an account that has access to the server.
   • Password: Enter the password.
   • Security Protocol: Choose the encryption protocol expected by the STMP server.
   • Sender Email: Enter the email address that you want to use to send emails containing data exported from SOTI Snap.
   • Sender Name: Enter the name that you want to appear as the sender in the recipient's inbox.
2. Select Test to verify the SMTP server details.

   

   A successful connection returns you to the Create Data Export - Email dialog box.
3. Select the new account and select Next to create an email template.

   An email template includes a defined email address, subject, and body. Use Merge tags to introduce dynamic content to the email template. Merge tags link data collected from a SOTI Snap app to a unique identifier you can embed in the email template. Data stored in the corresponding app field replace the merge tags.

   You can use merge tags in the To, Subject, and Message fields.

   

1. Enter the Zapier WebHook URL.
   Note: To get a Zapier WebHook URL, go to https://zapier.com/ and create a zap with the Webhooks by Zapier trigger app.
2. Optional: Rename the mapping keys, if necessary.

   Each app field has a unique key to send app data in Zapier to configure zap.