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Adding a Module

Creating New Configurations

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

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  1. Click the green "ADD MODULE" button
  2. The system automatically opens the 5-step configuration wizard
  3. 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
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