The Data Connector Export feature in Sprinklr enables voice administrators to automate the extraction and export of voice recordings (e.g., .wav, .mp3) and their metadata. With an intuitive UI and no dependency on backend setups, you can create, manage, and schedule extracts on-demand or at regular intervals.

This guide focuses on configuring exports specific to voice or snippet recordings, assuming you are familiar with the general steps outlined in the Data Connector Export Module documentation.

Prerequisites

• Data Connector V2 Persona App must be enabled for your environment.

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Accessing the Export Module

Follow the instructions under "Accessing the Data Connector Export Module" in the Data Connector Export Module documentation to launch the interface.

Step-by-Step Configuration for Recording Exports

Follow these steps to configure recording exports:

1. Create a New Export Connector

• Navigate to the Data Connector Export Module, and

• Click + Install Connector button at the top right corner to create a new export configuration.

This starts the setup process for exporting recording data from your environment.

2. Data Type Selection

You will be prompted to select the type of data to export. Configure the input fields as mentioned below:

• Exporter Type: Select Raw Entity from the dropdown. This indicates you are exporting unprocessed data.

• Entity: Select Call Recording from the dropdown. This includes the call recordings and their associated metadata.

Click Next to proceed.

Refer to the Data Type Selection Screen section of the main guide.

3. Filter Configuration

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Set filters to include only voice recording messages.

Filters are divided into two categories: Recording Filter and Case Filter.

1. Recording Filter (Required)

   This section is mandatory and must be set up to determine which recordings are exported. It focuses on attributes directly related to the recording.

   You can define conditions using properties such as:

   1. Recording type (shown as Message Type in the UI).

   2. The account or source that generated the recording.

   3. Other recording-specific details.

      These criteria ensure that only recordings meeting the defined conditions are selected for export.

2. Case Filter (Optional)

   The Case Filter provides an additional layer of filtering at the parent case level. It is optional and useful when exports need to be refined using case-related information.

   You can include a Case sub-entity and apply filters based on case fields, including custom ones. This makes it possible to filter recordings according to attributes of the case they are associated with.

Refer to the Filter Configuration Screen for advanced filter logic.

4. Destination Selection

Specify where the exported recordings will be delivered.

Mandatory fields:

• Destination Type: Choose the destination for your export. (For example, from SFTP, Cloud Storage, Email, Local System).

• Connector Name: Provide a unique and descriptive name for your export connector.

• Description: Add details about the export purpose (For example, “Monthly Export of Support Call Recordings”).

• Export Owner: Assign the user responsible for this export configuration. This can be modified later if needed.

Refer to the Destination Selection Screen section for more details.

5. Destination Specific Settings

Provide destination-specific credentials and folder structure information.

For recordings, configure:

• Host Name: Destination server host

• Port Number: Default for SFTP is 22

• User Name: Valid user for accessing the destination

• Authentication Details (e.g., password, token): Choose password or token-based authentication.

• Directory: Directory path where recordings will be saved

• Directory Delimiter: Symbol used to separate folder hierarchy (For example, / or \)

File structure format for exports:

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Year > Month > Date > Case# > Metadata & Recording
Example: 2025 > January > 21 > Conversation#12345 > 12345.csv & 12345.wav

See Destination Specific Settings Screen in the main document for more details.

6. Schedule Exports

Set up a recurring export schedule.

Recording-specific scheduling fields include:

• Connector Start Date: The date from which the export schedule becomes active.

• Connector End Date: The date after which the export schedule stops running.

• Timezone: Set the appropriate time zone for the schedule.

• Schedule Frequency: Set Schedule Type and Frequency.

• Schedule Type can be Monthly, Weekly, Hourly, Daily, Daily (exclude) Weekend or Custom

• Set Frequency in Hours, Minutes and Seconds

Refer to the Schedule Exports Screen in the main guide.

7. Additional Settings

This section is displayed only when voice recordings are exported through the Data Connector.

It enables users to choose a queue rule that runs automatically after a recording is successfully delivered to an external destination (such as S3, SFTP, or GCP).

After the export process finishes successfully, the selected queue rule is triggered. Depending on its configuration, the rule can perform follow-up actions on the exported recordings.

Examples

1. Tagging Exported Recordings
A typical use case is marking recordings that have already been exported. For instance:

• Create a queue rule that updates a custom field on the recording message.

• Set a value like Exported = True.

Once this rule is selected in the Rules to Execute section, it will automatically label recordings after export. This makes it easier for teams to track exported data for reporting or monitoring.

2. Post-Export Actions
Organizations may also want to carry out additional steps after export, such as:

• Flagging recordings for further processing.

• Removing or cleaning up recordings after export.

• Initiating other workflows or automated processes.

In these scenarios, users can configure the appropriate queue rule and select it in this section. The chosen rule will then execute automatically once the export is completed successfully.

Share Settings:

Use this field to share access with users or user groups. 

• In the Share window, type the name or email address of the user or group you want to share access with. 

• Assign permissions (View Only, Modify, Delete, Admin).

Notifications:

• Configure Notification Type (Email, Platform).

• Choose Users to Notify.

See Share Settings and Notifications Screen from the main guide for more details.

Click Save to complete the configuration.

Your export connector will now run based on the schedule and destination settings defined above.