Exporting users in PitneyShip, PitneyShip Pro, PitneyShip Enterprise, and ShipAccel

You can export a .csv file of your users. If you use Single Sign-On (SSO), you can also export a ZIP file of users from the system automatically on a fixed schedule to an SFTP server.

• Exporting manually
• Exporting automatically on a schedule
• Export file status

Exporting manually

1. Select Settings > Users.
2. Select Export > Manual.
3. Follow your web browser's prompts to save the file. (The exact steps will vary depending on your browser settings.)

Exporting automatically on a schedule

Administrators of enterprises using Single Sign-On (SSO) can export a ZIP file of users from the system automatically on a fixed schedule to an SFTP server.

1. Select Settings > Users.
2. Select Export > Automatic.
3. Under User Template and Folder Access, enter the Folder Path and SFTP Server URL.
4. Select the Authentication Option you wish to use.
   • If you selected Password, enter the SFTP Username and Password.
   • If you selected SSH Keys (PEM Format), enter the Username, then select Choose File and upload your SSH Key file in PEM format.
5. Select the Test Access button to test the connection.
6. Select Notifications.
7. Enter the email address(es) you want to be notified if the import fails.
8. Select Schedule.
9. Select the Days and Time you wish the import to occur.
10. Select Save Configuration.

Select the Automatic Export List tab to view your saved configurations and the history of your scheduled exports.

Export file status

If the export file is large, it may take some time to process. If you see this note, click Copy job id or note the job id so that you can check the status and download the file once it is finished.

Select the Import/Export Status button to view the status.

When the processing is complete, a download icon will appear next to it. Select the download icon to download the file.

The features and options you see may vary depending upon your role and subscription. If you have any questions regarding your permissions, please contact your administrator.