ScotiaConnect Custom Data Exports

ScotiaConnect custom data exports put control over report content, format, and delivery in the hands of the people who actually use the data — not the financial institution that generates it. Instead of accepting pre-formatted bank exports with fields you do not need and missing fields you do, the custom export builder lets accounting and treasury teams select exactly which data points appear, apply filters before generation, save configurations as reusable templates, and schedule recurring exports to land in inboxes or integration pipelines on a predictable cadence.

Field-Level Export Configuration

The ScotiaConnect custom export builder presents a complete catalog of available data fields — transaction amounts, dates, reference codes, counterparty names, account numbers, fee line items, currency conversions, and dozens more — from which users select the exact columns they want in the exported file.

Field selection is drag-and-drop: the user arranges columns in the desired order, renames headers to match internal naming conventions, and saves the layout as a named template. A controller building a reconciliation export might select transaction date, amount, reference number, counterparty, and account — in exactly that order — and name the template "Daily GL Import." The next day, rather than rebuilding the export from scratch, they click the saved template, confirm the date range, and the file generates with the same field layout every time.

Export Format Comparison

The table below compares the four export formats available through ScotiaConnect custom data exports, including integration use cases and capacity limits.

Template Management and Sharing

ScotiaConnect custom export templates are saved, versioned, and shareable across authorized users on the same business account.

When an accounting manager builds and validates a complex export configuration — selecting the right fields, defining filter logic, and confirming the output format — they can share that template with every team member who needs to run the same report. Templates are read-only for recipients by default, preventing accidental modifications, while template owners retain editing rights. The template library includes a searchable catalog of all saved exports, organized by creator, department, and last-used date, so new team members can discover existing configurations rather than building duplicates.

Scheduled Export Automation

ScotiaConnect custom data exports can be scheduled to run automatically using saved templates, with output files delivered to configured recipients via email, secure download link, or direct SFTP drop to an integration server.

A typical enterprise configuration might include a daily CSV export of all cleared transactions delivered to the accounting team's shared inbox for GL import, a weekly PDF summary of cash positions sent to the CFO and board, and a monthly JSON feed pushed to the company's Snowflake data warehouse for business intelligence analysis. Each scheduled export runs independently with its own template, date range logic, and recipient list — all managed from a single scheduling dashboard. Failed exports trigger automatic retry with administrator notification, and the scheduling log provides a complete history of every automated export event for audit and troubleshooting.

Integration with Business Systems

ScotiaConnect custom data exports are designed to feed data into the systems your business already uses, not to replace them.

CSV exports support configurable delimiters, encoding formats, and header mapping so the output file matches your ERP's import specification exactly — no manual reformatting required between download and import. JSON exports include configurable schema definitions that map ScotiaConnect data fields to your data warehouse's table structure, enabling automated ETL pipelines that update financial data on a regular cadence. For enterprises using business intelligence tools like Tableau or Power BI, scheduled Excel exports with preserved formatting and named ranges feed directly into dashboard refresh workflows.

Security controls on exported data align with FinCEN data protection standards. Password-protected PDF exports, encrypted SFTP delivery, and role-based access to the export builder ensure that sensitive financial data reaches only authorized recipients. Every export event is logged with the requesting user, template used, fields included, and delivery timestamp — creating the audit trail that internal controls testers and external examiners need to validate data handling practices.

"The ScotiaConnect custom export builder eliminated the spreadsheet gymnastics our accounting team did every morning — pulling data from the bank portal, deleting irrelevant columns, reordering fields, and saving a new version. Now they click one template and the data lands in QuickBooks with the exact field mapping we configured six months ago."

— Beatrice W. Holloway

VP Finance, Chesapeake Manufacturing, Baltimore MD