The export format identifies the type of file that is being exported. The format of a file ensures that the exported files can be accessed and used by other applications. It also helps in maintaining the structure of the data during export.

The LiveVox Portal (LVP) enables you to export a file as a comma separated values (CSV) file. Using the Export Format editor, you can configure the data in a specific format. LVP uses the format that you set using the Export Format editor to export data from the Agent editor, Contact editor, and Report Writer.

Accessing the Export Format Editor

To access the Export Format configuration window, on the Configure tab of the LiveVox Portal, click Input / Output > Export Format.

Select the editor and format you want to view/adjust, from the Editor and Format drop-down menus.

Creating a New Export Format

1. Click Add New Format from the bottom menu.
   
2. Select the required editor from the Editor drop-down list. Choose from Agent, Contact, and Report Map.
3. Each format is represented by a unique Format Id once it is created.
4. Enter the Name of the format. This Name is used to refer to the export format throughout the configuration manager.
5. Enter the Description to provide additional information about the export format.
6. Select the desired field delimiter from the Delimiter drop-down menu.
7. Select the line break style from the Line Break drop-down menu.
8. Select Sort By Field from the drop-down list. This defines how the results should be arranged in the export file.
9. Select Sort Order from the drop-down list to set the results in Ascending or Descending order.
10. Select Add Quotes To from the drop-down list. You can use this option to specify if no fields, all fields, or only those containing the delimiter should be placed in quotes.
11. Select the Print Header checkbox if you want to include a header row in the export file.
12. Add the mapping to the format.
    

    Adding a Mapping

    To add a new mapping column in the export format:

    1. Click Add Mapping from the bottom menu. The Add Mapping window appears.
       
    2. Specify all the mapping details. The following options define a mapping:
       • Entity: Select the required editor from the Entity drop-down list.
       • Field: Select the required field from the drop-down list. This selected field is going to be a column in your export file.
       • Header: Displays text as Active Agent for Contact and Agent editors, and Account for Report Map.
       • Hide: Check the box if you want to hide the field.
       • Date Format: Select the date format option depending on the field you are adding. For example, if a date or time DB field is mapped, you must select a date format from the Date Format drop-down list.
       • Time Zone: Select a time zone from the drop-down list (optional).
       • Number Format: Select the number format option depending on the field you are adding. For example, if a phone DB field is mapped, you must set a number format from the Number Format drop-down list.
       • Fixed Width Size: If the column width is fixed and not delimited, you must specify values in the following fields:
         1. Fixed Width Size
         2. Padding Chars
         3. Alignment
    3. Click Ok to add a mapping.

    Delete

    Updating a Mapping

    To edit or update a column mapping in the export format:

    1. Select the required editor from the Editor drop-down list.
    2. Select the required format from the Format drop-down list.
    3. Double-click on the mapped row which you want to update. The Mapping Details window opens.
    4. Update all the required fields. 
    5. Click Ok to update the mapping.
    6. Click Save Format to update the export format.

    Delete

    Deleting a Mapping

    To delete a column mapping in the export format:

    1. Select the required editor from the Editor drop-down menu.
    2. Select the required format from the Format drop-down list.
    3. Select the mapped field row which you want to delete from the export format.
    4. Click Delete Mapping. The deleted mapping appears in red text.
       
    5. Click Save Format to update the export format. The deleted mapping disappears from the list.

    Delete
13. Click Save Format to create a new export format.

Deleting an Export Format

To delete an existing export format:

1. Select the required editor from the Editor drop-down list.
2. Select the required format from the Format drop-down list.
3. Click Delete Format. A confirmation pop-up window appears.
   
4. Click Yes to confirm deleting the format.