Exporting profiles

You can export profiles (both recognized and anonymous) from the Profiles module along with the data you collected about them to a file. You can choose from the following file formats:

CSV
JSON
JSONL

Scope of exported data

You can export profiles with the following information:

ID of the profile (automatically added),
profile attributes: value of the attributes you select for export or true/false values for the tags selected for export,
aggregates: result of the selected aggregates for every profile,
expressions: result of the selected expressions for every profile,
segmentations: true/false values; true if a profile belongs to the segmentation, false if they don’t.

Limits

There are some limits you must follow:

You can export up to 10,000,000 profiles per a single export.
The file containing profiles cannot exceed 5GB in size.

Export methods

The export methods are divided in terms of export frequency:

Single export - This method is recommended if you want to perform a one-off export of profiles and upload a file to your device.
Exports in Automation with a pre-designed, configurable workflow
- This method is designed for:
  - one-off and cyclical exports which generate a file containing profiles and their data, which you can then download.
  - individual and cyclical exports of the file with profile data to the following external resources:
    - Your server (using SFTP or HTTPS protocols),
    - Azure,
    - Amazon S3,
    - Google Cloud Storage.
- You need to configure these settings of the workflow:
  - Define the export frequency.
  - Choose the conditions profiles must meet to be included in the export.
  - Define rules for transforming the file (if needed).
  - Specify the export destination and its specifics.

Prerequisites

Only for Exports in Automation:

If the exported data must follow specific requirements (for example, specific column names), create a data trasnformation rule.
You must be assigned with a user role with the following permissions:
- to preview the Save File node configuration: Data export > Save file - Read
- to run and resume workflows containing the Save File node: Data export > Save file - Execute
- to edit the Save File node configuration: Data export > Save file - Edit

Single export

This method is recommended if you want to perform a one-off export of profiles. The process involves selecting profiles from the list of profiles for export to a CSV file.

Go to
Select profiles on the list by ticking the checkboxes on the left.
Click the Export button.
On the pop-up:
1. Enter the name of the export.
2. Select the attributes to be included in the exported file.
3. Confirm by clicking Apply.
  
  Export form
4. On the pop-up, click Go to Reports.
  Result: You are redirected to the list of exports.
Export list

Export in Automation

Go to Profiles.
In the upper-right corner, click Export.
Result: A pop-up appears.

Users can select the export type
On the pop-up, select Export in Automation.
Confirm your choice by clicking Next.

From Where do you want to export the file?, select the place to which a file will be exported:

Destination	Explanation
“Save File” node	- The workflow will contain the Save File node. - The file will be available in the export logs for download.
SFTP Server	- The workflow will contain a SFTP - “Send File” node. - The file will be sent to your server using secure file transfer protocol. - In further steps, you will be able to provide details such as the server address, port, path to the directory, the name of the file, and its format.
HTTPS Server	- The workflow will contain a HTTPS - “Send File” node. - The file will be sent to your server using hypertext transfer protocol. - In further steps, you will be able to provide details such as the server address, the name of the file and its format, request headers.
Amazon S3	- The workflow will contain an Amazon S3 - “Send File” node. - The file will be sent to your Amazon S3 resource. - In further steps, you will be able to provide details such as an address of the container, path to the directory, the name of the file, and its format.
Azure	- The workflow will contain an Azure - “Send File” node. - The file will be sent to your Azure resource. - In further steps, you will be able to provide details such as an address to the container, path to the directory, the name of the file, and its format.
Google Cloud Storage	- The workflow will contain a Google Cloud Storage - “Send File” node. - The file will be sent to your Google Cloud Storage resource. - In further steps, you will be able to provide details such as an address of the container, path to the directory, the name of the file, and its format.

Click Go to workflow template.
Result: You are redirected to a workflow template.

An example workflow template for export to the Save File node before adjusting to the individual needs
To configure the Scheduled Run node, click the node.
This node starts the workflow at defined data and frequency. Configure it according to the instructions available in "Scheduled Run" node.
To configure the Get Profiles node, click the node.
This node retrieves profiles who meet the requirements and profile date defined in the node. Configure it according to the instructions available in "Get Profiles" node.
Optionally, if the file with exported profiles must be modified to meet specific requirements (for example, when you export the data to an external source and data in the file must meet specific nomenclature), configure the Data Transformation node by clicking it.
- In the configuration of the node, select data transformation rule you prepared as a part of prerequisites according to which the data in the file will be transformed.
- If you don’t need to transform the data, remove the node from the workflow.
Depending on the choice of the file export destination you made earlier in the process, configure one of the following nodes:
Leave the configuration of the End node at default.
If you edit the workflow template so it contains more than one End node, then in the configuration of this node, you can define the logic of terminating paths and processes in a workflow.
Optionally, you can change the name of the workflow.
If you want to:
- save the workflow as a draft, in the upper-right corner, click Save.
- save and start the workflow, click Save & Run.

Accessing the exported files

You can access exported files from the export list. This list contains files exported by a workflow.

Go to Data Management > Export.
On the list of exports, find your export.
Click the name of the export.
Result: A pop-up appears.
A pop-up with export logs appear when you preview the log details; by clicking the arrow down icon, you can access the details of each stage
On the pop-up, next to Save File, click the downwards arrow.

Download file button shows up
Click Download file.
From the dropdown list, select one of the following file formats:
- CSV
- JSON
- JSONL
Confirm the action.
Result: A file is downloaded to your device.