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Set-up or edit network csv file delivery via email

Check out this video to see how!

Updated over a week ago

Schedule a new Network CSV delivery:


1. Navigate to the CRM tab

2. Click on "CSV Delivery"

3. Click the "Schedule CSV delivery" button

4. Choose whether you want connections or applications

5. Choose your frequency

6. Schedule the receipt time

7. Click "continue"

8. Choose grade level and file type

9. Click save

10. Your scheduled deliveries are now set up to arrive into your email inbox!
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Edit an existing Network CSV delivery:

1. Navigate to the CRM tab

2. Click on "CSV Delivery"
3. Click the "Three Dots" next to your existing CSV delivery
4. Click "Edit" and make the necessary changes.
5. Click "Save"
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