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Overview
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Create a Fulfillment Action and use the Export to Domo step.
Excluding Fields From Export
You can exclude specific fields from being exported to domo by using the "Do Not Export to Domo" option found on an individual field level settings. This option is enabled by default but you can disable it to include the field in domo export.
On-Demand
Bulk Export
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- If you included the Prospects object in the data you want to export then select which Prospect fields to include.
- The fields you select in the Include section will be saved for the next time you export.
- Next, click the Export button.
Account Level Export Settings
The account level export settings are found on the App Setup > Connectors > Domo page. You can either choose All data, None, or Specific attributes to export for Event Metadata and Submissions metadata.
Exported DataSets
Export Methods
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- Prospects: Information saved in the Prospect record within Lead Liaison. This could be information collected from prior events or data imported into Lead Liaison. Denoted in the export schema as "[Prospect]".
- Event Metadata: Information collected by the new event screen, such as Campaign, Event Name, Owner, Start Date, and more. Denoted in the export schema as "[Event]".
- Submissions: Information collected at the time of submission, such as date of capture, who captured the lead, which device captured the lead, etc. Denoted in the export schema as "[Submission]".
- All Event Data: Includes Event Metadata and Submissions in the export.
- Everything: Includes Prospects, Event Metadata and Submissions in the export.
- Form: Information collected by the event form. Denoted in the export schema as "[Form Field]".
DataSet Format
All exported data gets saved into DataSets in Domo with the following names:
Method | DataSet Name |
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Prospects | Lead Liaison Dataset |
Event Metadata | Lead Liaison Event Dataset |
Submissions | Lead Liaison Submission Dataset |
All Event Data | Lead Liaison Event Data and Submission Dataset |
Everything | Lead Liaison Event Dataset |
Form | Lead Liaison Form Submissions Dataset |
When exporting using the Bulk Export method described in the section above the system will always export using the Everything method.
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