Export Jobs

This article aims to provide information and direction on exporting jobs from Fullcast. Jobs are the specific responsibilities of tasks associated with managing and optimizing your revenue generation processes. Exporting jobs transfers data such as territories, account team members, member objects, and industries from Fullcast to Salesforce. 

For more information on creating a Job Schedule, refer to the Schedule a Job with Fullcast article. 

Enable a Plan for Export in Fullcast

1. Access your Fullcast instance and switch plans if applicable. 
2. On the plans landing page, click the More Options icon (three vertical dots) and select Edit. 
3. Click the enable export for this plan option. 

4. Click Save. 

The plan is now available for export. 

Run an Ad-hoc Export in Fullcast

1. Access your Fullcast instance and switch plans if applicable. 
2. Click the Setting icon (gear).
3. On the Job Status page, click Import/Export and identify the action you wish to perform on this job: Import, Export, Migrate All, or Migrate Latest. 

4. Select the appropriate package from the Job Package dropdown menu. 
5. Click Confirm to start the export.

Schedule a Job in Fullcast

1. Access your Fullcast instance and select the applicable plan from the plans dropdown menu. 
2. Click the Settings icon (gear).
3. Click Jobs. 
4. On the Jobs landing page, click the Scheduled Jobs tab. 
5. Click the edit icon (pen and paper) to the right of the applicable job. 
6. Set the frequency for the job to run and select a start date. 

7. Click Confirm. 

Enable or Disable a Job in Fullcast

Scheduled jobs can be enabled and disabled to fit your business needs. To adjust a scheduled job to on or off, click the refresh icon to the right of the corresponding job, and select the applicable option. 

Edit or Delete Schedule Jobs in Fullcast

1. Access your Fullcast instance and switch plans if applicable. 
2. Click the Settings icon (gear) and click the Jobs tab.   
3. Click the Jobs Schedule tab. 
4. Click the edit icon (pen and paper) to view and make changes to the schedule, or click the delete icon (trashcan) to remove the scheduled job completely.