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How to enable auto extraction for new accounts

Updated on Mar 13, 2025

Auto extraction feature allows Improvado to extract new accounts, when they become available in connected business account within your connection.

Important

Please note that in order to use auto-extract feature, you need to save templates in Extraction flow. Learn more.

To enable auto extraction for new accounts, you need to do the following:

  1. Select your Data Table on Data Explorer page.
  2. Click on the Extract automation tab on your Data Table page.
  3. Choose Yes option in Auto extract new accounts field.
  4. Select an extraction template that will be used for automatically created extracts.
  5. Don’t forget to click the Update button to save changes.
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