> ## Documentation Index
> Fetch the complete documentation index at: https://docs.incident.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Auto-exporting follow-ups

Eliminate the hassle of manually exporting follow-ups by configuring them to export automatically to your issue tracker.

This guide walks through the configuration process and demonstrates how to auto-export follow-ups to specific projects based on incident details, like custom field values.

## Setup Integrations

Before configuring the auto-export rules, ensure that you have the correct issue tracker providers installed as integrations.

Navigate to [Settings → Integrations](https://app.incident.io/~/settings/integrations), and install your issue tracker.

<img src="https://mintcdn.com/incidentio-18bb4170/aih-bzVNJc6xN5Zn/images/help-centre/auto-exporting-follow-ups/screenshot-1.png?fit=max&auto=format&n=aih-bzVNJc6xN5Zn&q=85&s=a54c4c384f9252db221fddda5bd40e70" alt="" width="1935" height="979" data-path="images/help-centre/auto-exporting-follow-ups/screenshot-1.png" />

## Configure Export Templates

When auto-exporting a follow-up, an **export template** will be used to set certain properties of the issue, for example:

* The project the issue is assigned to
* The user that owns the issue
* Labels that are added to the issue

Navigate to [Settings → Follow-ups](https://app.incident.io/~/settings/follow-ups), and add a new **export template**.

<img src="https://mintcdn.com/incidentio-18bb4170/aih-bzVNJc6xN5Zn/images/help-centre/auto-exporting-follow-ups/screenshot-2.png?fit=max&auto=format&n=aih-bzVNJc6xN5Zn&q=85&s=aaa57f09bf27cebc2d932e9766533a09" alt="" width="1935" height="979" data-path="images/help-centre/auto-exporting-follow-ups/screenshot-2.png" />

<img src="https://mintcdn.com/incidentio-18bb4170/aih-bzVNJc6xN5Zn/images/help-centre/auto-exporting-follow-ups/screenshot-3.png?fit=max&auto=format&n=aih-bzVNJc6xN5Zn&q=85&s=a5e9b7e9a8b0f0830abed50d7a09db3a" alt="" width="1935" height="979" data-path="images/help-centre/auto-exporting-follow-ups/screenshot-3.png" />

## Configure Conditions

Navigate to [Settings → Follow-ups](https://app.incident.io/~/settings/follow-ups), and enable **auto-export**.

<img src="https://mintcdn.com/incidentio-18bb4170/aih-bzVNJc6xN5Zn/images/help-centre/auto-exporting-follow-ups/screenshot-4.png?fit=max&auto=format&n=aih-bzVNJc6xN5Zn&q=85&s=858bff387261d3bff224d455dafdc262" alt="" width="1935" height="979" data-path="images/help-centre/auto-exporting-follow-ups/screenshot-4.png" />

Out of the box, the **export template** you just created will be used to automatically export all follow-ups from all non-private incidents.

<img src="https://mintcdn.com/incidentio-18bb4170/aih-bzVNJc6xN5Zn/images/help-centre/auto-exporting-follow-ups/screenshot-5.png?fit=max&auto=format&n=aih-bzVNJc6xN5Zn&q=85&s=47aa33f48e4d1873dc44fe1f008cca86" alt="" width="1935" height="979" data-path="images/help-centre/auto-exporting-follow-ups/screenshot-5.png" />

If you would like to configure when follow-ups should be automatically exported, and which **export template** should be used, then you will need to add a new condition.

In the example below:

* If the incident's `Affected Team` custom field is set to `ProductOps`
* Then automatically export the incident's follow-ups using the `ProductOps Team Export Template`
* If the custom field does not match, then do not automatically export follow-ups for the incident

<img src="https://mintcdn.com/incidentio-18bb4170/aih-bzVNJc6xN5Zn/images/help-centre/auto-exporting-follow-ups/screenshot-6.png?fit=max&auto=format&n=aih-bzVNJc6xN5Zn&q=85&s=3822c327f779a8310931f6f27ab87f53" alt="" width="1935" height="979" data-path="images/help-centre/auto-exporting-follow-ups/screenshot-6.png" />

## Fallback Behavior

The example above has configured the fallback behavior to not automatically export follow-ups if conditions do not match, however you can instead select a default template to be used.

This will ensure that follow-ups will always be automatically exported for each incident.

<img src="https://mintcdn.com/incidentio-18bb4170/aih-bzVNJc6xN5Zn/images/help-centre/auto-exporting-follow-ups/screenshot-7.png?fit=max&auto=format&n=aih-bzVNJc6xN5Zn&q=85&s=fcfc877b1b3c3847fd7758be8a6c6fba" alt="" width="1935" height="979" data-path="images/help-centre/auto-exporting-follow-ups/screenshot-7.png" />

## Private Incidents

By default, auto-exporting of follow-ups is disabled for private incidents, however you can enable this on the [Settings → Follow-ups](https://app.incident.io/~/settings/follow-ups) page.
