Export Fields and Delivery

The Flow builder is designed around the export it will produce.

Use the sections on the page to choose:

• which columns should appear in the file
• which records should be included
• how the rows should be organised
• the file format and delivery destination

Export Fields

The What should the export include? section lists the columns in their output order.

Each row shows:

• the source field
• the column title used in the finished file
• any active extra settings
• controls to move, configure, or remove the field

Rename a Column

Choose the column title on the builder page to edit it in place.

Press Enter or select outside the input to keep the new title. The builder marks the flow as having unsaved changes until you choose Save changes.

Reorder or Remove a Field

Use the up and down controls to change the output order.

Use the delete control to remove a field from the export.

If the flow contains more than eight fields, the builder shows the first eight. Choose Show all fields to review the full list.

Configure a Field

Use Configure to open the field side panel.

The Export column section lets you change the source field and column title.

Expand Advanced settings when you need to transform or format the output value.

The available settings depend on the selected field. They can include:

• Transform: change text, perform a calculation, or set a value
• Value: enter the value used by the transform
• Use the value from another field: use another field instead of a fixed value
• Replace text: define the text used by the replace transform
• Rounding: control numeric rounding, including price-friendly options
• Format: choose the output format for date and datetime fields
• Do not output this field to file: keep the field available for processing without adding it as a visible column

These changes affect the exported value only. They do not update the source data in Epos Now.

Field Selector

Choose Field selector to browse available fields, select several fields, add custom text columns, and preview the output.

For the full walkthrough, see Field Selector.

Row Order and Totals

The How should the rows be organised? card summarises the current row order and whether a totals row will be added.

Choose Edit row order and totals to change those settings.

Sort Rules

Enable Sort output rows to sort the finished export by up to three columns.

For each rule, choose:

• Output field: one of the fields already included in the export
• Direction: ascending or descending

Flow applies the rules in the order shown. Later rules break ties from earlier rules.

Summary Row

Enable Add a summary row to add calculations after the exported records.

Optional settings let you:

• add a separator row
• show calculation labels
• add one or more calculations

The calculations available depend on the field type:

Field type	Available calculations
Numeric fields	Sum, Average, Count, Count distinct, Min, Max
Date or datetime fields	Count, Count distinct, Min, Max
Text and other non-numeric fields	Count, Count distinct
Custom text field	Count, Count distinct

Delivery and File Settings

The Where should the finished file go? card summarises the file format and delivery destination.

Choose Edit delivery and file settings to make changes.

Export File

Choose:

• File format: CSV, JSON, or XML
• File name: the name without the file extension

Advanced File Settings

Expand Advanced file settings for optional controls.

Depending on the format and delivery destination, you can:

• add the date and time to the file name
• choose the datetime format
• add a header row to a CSV file
• create a separate file for each record
• split large exports into multiple files
• zip the output
• skip sending or uploading an empty file

Delivery Destination

The standard delivery methods are:

• Send as email attachment
• Upload to FTP

Accounts with Google Sheets access can also use Upload to Google Sheets for CSV exports.

The rest of the panel adapts to the selected destination.

Email

Add one or more email recipients in Email delivery.

The Email content section lets enabled accounts customise the subject, reply-to address, sender name, body, inline table limit, and signature.

For details, see Email Customisation.

FTP

Choose the FTP connection and folder path. You can also:

• test the selected connection
• overwrite existing files
• create a folder using the current datetime

For details, see FTP Connections.

Google Sheets

Choose the Google connection and how the spreadsheet should be updated.

For details, see Google Sheets Exports.

Simulations

We recommend running a simulation to confirm:

• the correct rows are selected
• the field order and titles look right
• the output format is what you expect

For export flows, simulation is a preview to help you validate the setup before activation.

info

Only the first 10 rows are included in export simulations so that you can review the data. The full list of rows that would have been exported can be seen in the Flow Run Logs.

Next Step

For the full list of field-level transforms and rounding options, see Export Field Transforms.