Basic Information – Homepage

Step 1 wizard

Module Management from Homepage

The Homepage serves as the primary control center for managing all CSV export configurations. This interface provides a comprehensive overview of all configured modules and delivers immediate access to the plugin's core functionality.

Configured Module Display

The homepage displays all previously configured export modules, organized in information cards that show:

Module name (e.g., Banks, Customer Support, Invoice)

Storage path (e.g., storage/CSVExporter/Banks/)

Available actions for each module

Important: Changes are permanently applied only after completing the entire wizard process and clicking "SAVE" in the final step. Until that point, all modifications can be canceled without affecting the existing configuration.Adding a Module

Creating New Configurations

To create a new export configuration, the homepage provides the "ADD MODULE" button:

Click the green "ADD MODULE" button

The system automatically opens the 5-step configuration wizard

The wizard guides you through all configuration aspects:

CRM module selection for export

Field definition for inclusion

Format and separator configuration

Filter setup and advanced options

Configuration save for future use

Managing Existing Modules

Two main actions are available for each configured module:

"Edit" button: provides access to the configuration wizard to modify the existing configuration. This function allows you to:

Update fields to be exported

Modify filters and selection criteria

Change formatting options

Adjust the module's export logic

"DELETE" button: permanently removes the selected configuration. To ensure data security, the system implements a confirmation procedure that:

Displays a warning message before deletion

Requires explicit user confirmation

This prevents accidental deletions and informs that already exported CSV files will be removed.

Modifying Existing Configurations

Modifying Existing Configurations

To modify an already created configuration, the process is equally intuitive:

Modification Procedure:

Locate the module to be modified in the homepage list

Click the "EDIT" button corresponding to the desired module

The system will automatically load the current configuration into the wizard

The wizard allows you to modify all configuration aspects:

Add or remove fields from the export

Change separators, date formats, and numeric options

Modify file name, description, or destination folder

Adjust filters and selection criteria

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