• Editing an Export Configuration

    Owners can edit export configurations. Steps: Navigate to your existing configuration. Home> Import & Export >Export Configs. Click on the Export Configuration that you want to edit. Summary scree...

  • Submitting an Export Configuration

    You can submit an export configuration either from the Export Configuration Summary page or in the Create Export Configuration flow. The steps listed here are from the Configuration Summary page. S...

  • Creating an Export Configuration

    Export configurations in WorkSpan are created in context of a partner program. You have to be an owner of the partner program and select the Partner Program from where you want to export your data....

  • Overview of WorkSpan Self Service Data Exporter

    WorkSpan's Self Service Data Exporter allows you to export your data from WorkSpan. You can then use this data to import into your Business Intelligence applications enabling you to meet your repor...

  • Creating a New Data Import

    You can easily and seamlessly import data for opportunities, sales plans and solutions into WorkSpan using the new self-service data import feature. You can map data from your internal CRM, other ...