Data Exports

This feature is currently in the Beta version.

This is a paid feature that can be enabled by your CSM.

Export raw data from IMF in a custom-defined structure to any file storage via any of the existing file storage integrations (SFTP). You can connect to tools/vendors that require bulk data processing (e.g. (email) campaign platforms, CRMs, etc.).

Watch this short introductory video about this feature:

What does the feature provide

Data exports allow exporting of customers or events. The main focus is to allow full flexibility when defining the output; a user can choose data structure, format (CSV, JSON), mapping, target integration (eg: SFTP), and file naming (user-defined time-based naming). Exporting both static (raw data that were tracked) and dynamic data (enriched data, e.g. segmentation, aggregates, expressions) is available. Exports can be triggered manually, scheduled, or requested via API (manually).

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In order to have this feature accessible, you need to have additional permission by the Exports Module Admin & Personal Data Viewer (Project Admin is not sufficient).

Step-by-Step Guide:

You can find this feature by clicking through data and assets -> exports -> + new export.

Data source - choose customers or single event type that you want to export

note that in the bottom of the page you can see all the previous and following stepsnote that in the bottom of the page you can see all the previous and following steps

note that in the bottom of the page you can see all the previous and following steps

Based on that click on +add filter condition and add customer or event filter to specify what data should be exported

You can apply any filters available to you. If you struggle with this step, read Filtering Data

Data structure - select and name fields in the export file

Name your export and scroll right to see all the details Exponea provides about your customers based on the information that we collect.

Be careful when adding and renaming columns, as having two identical column names will result in an error.

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Privacy notice

Some export will contain personally identifying information (PII). Ensure that export is secured to reduce the risk of a data breach

Format & target - select filename, format, destination & security options

Format

Format specifies how will your final project look like based on your personal preferences. If you select CSV format, determine your Delimitor (which specifies the boundary between separate values) and Encoding (the process of converting data from one form to another).

JSON and JSON LINES files have a predefined Delimitor, hence simply select your Encoding. The difference between them is the way your exported data are written. While JSON writes data in comma-separated values [{"a":1},{"a":2}...], JSON LINES uses a new line for each value
{"a":1}
{"a":2}

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Opening a CSV file in MS Excel

To correctly configure and open a CSV file as an MS Excel spreadsheet, follow this external guide. To quickly preview CSV files, we recommend using Notepad++ on Windows, or Sublime on Mac.

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When naming a file, you need to include the file extension. For example, instead of "filename", you should name it "filename.csv".

Target

In the section Target select the place to which you export your data.
Click on the file storage and select an available integration (SFTP, Google storage)
Choose Path to parent directory to set where the Export will be located.
Select File name. Exponea allows dynamic naming. Adding %r after the name of the file will show its timestamp (eg: filename_1589460477.9546165). All other dynamic namings can be found here.

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Folders are expected to exist prior to running an export because Exponea will not create them (Exponea creates only files).

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Amazon S3 Integration is not supported for Data exports!

Schedule execution - one-time or repeated action

Now you should be ready to finish exporting your project.

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Please note that the exported data is not modified in any way by the Exponea platform and contains the data in the form sent to Exponea. Therefore, we recommend that you check the data before final processing and validate the format of individual fields.

Viewing and monitoring export runs

In the main Exports screen you can see all of your running, scheduled and finished exports.

Click on a selected export to view all its individual runs and additional information:

  • Scheduled time
  • Run duration
  • File exported (Name of the file)
  • Status
  • Rows exported / scheduled

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Limitations

As data exports feature is currently provided as BETA feature, keep in mind there are several limitations in place:

  • Only one running scheduled export run per export at the time
  • Only one scheduled export run per export at the time
  • Max 4 concurrent export runs per 1 project

Attempting to export all data from Bloomreach Engagement is not possible, as it could easily hit one of the limitations listed above. We recommend to explore other options, such as Exponea BigQuery when attempting to export all data from the platform.

Updated 8 days ago

Data Exports


This feature is currently in the Beta version.

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