Bulk Mail Merge / Records Exporter

Flexible & Automated Record Exports for Archer

Take control of your data with our powerful record export solution, designed to integrate seamlessly with your Archer environment. This feature provides administrators with flexible options for extracting critical data, whether for mail merge, analysis, or integration with external systems.

Key Features:

• On-Demand & Scheduled Mail Merge Exports: Easily generate records from selected report entries, formatted specifically for mail merge. This capability is available both manually, for immediate needs, and on a schedule, for recurring reporting requirements.
• Automated CSV Exports: Set up automated schedules to export your records to clean, versatile CSV files. Perfect for data analysis, archiving, or sharing with teams that require raw data.
• Seamless Integration with External Systems: Beyond local files, our solution enables you to schedule the export of records directly to external systems. This automates data synchronization, reducing manual effort and ensuring your critical information is always where it needs to be.

Benefits:

• Save Time: Automate repetitive export tasks, freeing up valuable administrative time.
• Enhance Data Utility: Get your Archer data into the formats and systems you need, quickly and efficiently.
• Improve Accuracy: Reduce manual errors associated with data extraction and re-entry.
• Boost Workflow Efficiency: Integrate Archer data seamlessly into your broader business processes.