‍On This Page

Setup Guide

Setting up export configurations in the Under template editor

Usage Guide

Viewing and running exports in the Under customer record

Developer Information

Request Model from Under

Field Definitions

Frequently Asked Questions

How can I extract values from my pdf?

What is the difference between auto sync and non auto sync runs?

Wha doesUnder do behind the scenes?

What are some common use cases for this product?

What will my destination endpoint receive?

How secure is the export data process?

What happens to my export configs if I edit my form or PDF?

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‍Setup Guide

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To get started with your export process, it's essential to establish your first export configuration effectively. Follow the detailed guide below to ensure a smooth setup. This guide walks you through each step, making the process straightforward and manageable.

View this step-by-step guide here.

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Usage Guide

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Discover a comprehensive overview of all your previous exports and stay updated with the latest news by following the detailed guide below! Whether reviewing past transactions or seeking the latest insights, this guide will assist you every step of the way.

View the usage guide here.

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Developer Information

Discover an in-depth overview of the various data elements and functionalities that are transmitted through our export API by exploring the detailed information provided below. This comprehensive guide will help you understand the specific types of information that can be exported, the format in which it is delivered, and how to effectively utilize this feature to enhance your data management processes. Whether you are a developer looking to integrate our API or a business professional seeking to leverage the exported data for strategic decision-making, we invite you to delve into the specifics outlined below.

Request Model From Under

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Field Definitions

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Frequently Asked Questions

How can I extract values from my PDF?
You can extract PDF values through two methods:

1. Reverse engineering PDF IDs during development
   • Start with a test customer record and populate PDF fields with descriptive values.
   • Map PDF field IDs to corresponding labels.
2. Setup a hidden card with form and PDF values
   • Create a card with a conditional value that is always true (e.g., a terms & conditions checkbox).
   • Add fields to replace PDF-only fields for seamless value handling.
   • Prepopulate form and PDF values using the customer records' PDF authoring feature.

What is the difference between auto sync and non-auto sync runs?

• Non-auto sync runs: Controlled manual exports initiated from a customer record. This allows a review before sending data. It also enables re-running previous exports if data has been updated.
• Auto-sync exports: Run automatically when a template is submitted. This is ideal for simple exports where all required fields are included in the form.

What does Under.io do behind the scenes?

• Collects all data saved to the customer record.
• Reformats data according to the export config.
• Applies header configurations.
• Sends normalized data based on the configured setup.
• Tracks results for easy viewing of export history.

Common use cases for this product:

• Syncing data with internal systems.
• Transmitting data to internal endpoints for custom business logic.
• Auto-syncing data for CRM lead generation.
• Direct data sending to external APIs and CRM integrations.

What will my destination endpoint receive?
Your endpoint will receive customer data based on the export config fields set up in the template editor, including integration results, uploaded documents, and PDF values. See the "Request Model From Under" section for more details.

How secure is the export data process?

• Export setup info is secured behind our authentication layer.
• Client API keys are encrypted at rest using AES-256, a globally recognized security standard.
• Data is sent from a cloud function behind policy-protected resources.

What happens to my export configs if I edit my form or PDF?

• Deleted fields: If a form or PDF field is deleted, it is disconnected from the export config. Always review export configs after field deletions.
• Edited fields: Edits to existing fields do not impact data IDs and do not require updates to the export config.