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Extraction schedulers automate extraction creation. Use them to decide which information Syntage should retrieve when an entity is onboarded and which information should be refreshed on a recurring schedule.

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Scheduler types

SchedulerPurpose
First timeRuns when an entity is created or onboarded for the first time
RecurringRuns periodically for entities that match the scheduler’s tags
First-time schedulers help your organization start with the data it needs immediately after onboarding. Recurring schedulers keep selected entities current over time.

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Review first-time extraction rules

  1. Open Extraction Schedulers.
  2. Edit the scheduler named First time.
  3. Review the configured rules.
Each rule defines the extractor and any required parameters, such as period, invoice type, or document type.

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Change first-time extraction rules

  1. Open Extraction Schedulers.
  2. Edit First time.
  3. Add, edit, or delete rules.
  4. Click Update to save the scheduler.
To disable automatic first-time extractions, turn off Enable and save the scheduler.
If you disable the first-time scheduler, new entities will not automatically have data available after onboarding. Your team will need to create extractions manually.

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Create a recurring scheduler

  1. Open Extraction Schedulers.
  2. Click Add new.
  3. Name the scheduler.
  4. Select the tags that identify the entities this scheduler should target.
  5. Save the scheduler.
  6. Add rules with the extractor, frequency, period, and extractor-specific options.
  7. Enable the scheduler.
  8. Click Update.
Use tags carefully. A broad tag can cause the scheduler to run for more entities than intended.

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Disable a recurring scheduler

  1. Open Extraction Schedulers.
  2. Edit the recurring scheduler.
  3. Turn off Enable.
  4. Click Update.
Return to the scheduler list and confirm the status changed to disabled.

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Estimate monthly usage

Recurring extraction usage depends on how many entities match the scheduler, how many rules it has, and how often the rules run. Use this estimate before enabling a scheduler: 
matching entities x total monthly runs
For example, if 55 entities match a scheduler and it runs 37 times in a month, the scheduler may create about 2,035 extraction requests for that month. Actual usage depends on the configured rules, datasource availability, plan limits, and whether extractions complete successfully.