Define destinations used by exports and schedules

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  1. Go to Global Settings > Data Import & Export > Delivery Methods.

  2. Click the Add button (plus icon).

  3. Enter a Name for the method.

  4. Choose a Type:      

    • Email – enter the email address.

    • FTP – enter server, user, password, confirm password, and test the connection.

    • SFTP – enter server, user, password, port, and destination path. Test the connection before saving.

  5. Click Save.