Installation

Installation

1. In the sender space, navigate to Add-ons → Marketplace.

2. Locate the Finmars-to-Finars module and install it.

3. Go to Workflow → Schedules:

   • URL format: https://{domain_name}/{realm_code}/{space_code}/w/schedule

4. Create a new schedule and fill out the form with the following details:

   Field	Value
   usercode	Unique name
   name	Name of the schedule
   workflow user code	com.finmars.finmars-to-finmars:init-export
   crontab	* * * * * (Format: Minute, Hour, Day of Month, Month, Day of Week)
   notes	Optional notes
   payload	{} (Empty JSON)
   manager	Select "Yes"
   enabled	Select "Yes"

5. Wait for the space data to be exported to storage. You can check the exported data in Explorer → "export_data" folder.