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

Selected profiles

This method is recommended if you want to perform a one-off export of several profiles. The process involves selecting profiles from the list and filling out export configuration form (defining the name of the file to which profile data will be exported and the scope of profile data for export). The CSV file will be available for downloading in Data Management > Exports.

1. Go to Profiles.
2. To select a profile for export, on the list, next to the profile name, select a checkbox.
   Result: The Export selected button appears.
3. Click Export selected.
   Result: A pop-up appears.

   

4. In the Name field, enter the name of the file to which the profile data will be exported.
5. In Attribute values, by clicking Select attributes, select profile attribute values you want to export.
6. In Expression values, by clicking Select expressions, select expressions whose results will be exported.
7. In Aggregates values, by clicking Select aggregates, select aggregates whose results will be exported.
8. To check if a profile belongs to selected segmentations, under Segmentations, click Select segmentations. Each selected segmentation creates a property with its name. These properties can be assigned a true or false value;
   • true if a profile is belongs to the segmentation,
   • false if they don’t.
9. Click Next.
   Result: A summary of export settings is shown.
10. To run export, click Next.
    Result: An export status pop-up appears.
11. To close the window, click Done.
    Result: The CSV file is available for downloading in Data Management > Exports.

All profiles

This method is recommended if you want to perform a one-off export of all profiles. The process involves defining the name of the file to which profile data will be exported, selecting a group of profiles and the scope of data you want to include in the file. The CSV file will be available for downloading in Data Management > Exports.

1. Go to Profiles.

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

   

3. On the pop-up, select Export single file.

4. Confirm your choice by clicking Next.
   Result: An export configuration form appears.

   

5. In the Name field, enter the name of the export.
   It will help you identify the export on the list of exports.

6. Select profiles whose data you want to export. There is a limit of 10,000,000 profiles. You can export profiles in the following ways:
   

   Select all recognized profiles

   Click the Everyone tab. No further configuration is needed.

   Select profiles who belong to specific segmentations

   1. To select profiles who belong to specific segmentations, click the Segments tab.
   2. Click Select segments.
   3. On the pop-up, next to the segmentations you want to include in export, select the checkbox.
   4. Confirm your choice by clicking Apply.

   define conditions the profiles must meet to be included in export

   1. To define the conditions profiles must meet to be included in the export, click the Filter profiles tab.
   2. Click Define conditions.
   3. On the pop-up, click Add condition.
   4. You can build conditions based on events, profile attributes, expressions, aggregates, segmentations, and tags.
      You can read more about building conditions in the Filtering article.
   5. Confirm the conditions by clicking Apply.

7. To add attributes and profile tags whose values you want to retrieve, under Attributes values, click Select attributes.

   • Each attribute is exported as a property with an assigned value.
   • Each selected tag creates a property with its name. They can be assigned a true or false value;
     • true if a profile is assigned with the selected tag,
     • false if it isn’t.

8. On the pop-up, select the attributes and profile tags.

9. To select expression values you want to retrieve, under Expressions values, click Select expressions.

10. On the pop-up, select the expressions whose values you want to extract.

11. To select aggregate values you want to retrieve, under Aggregate values, click Select aggregates.

12. On the pop-up, select the aggregates whose values you want to extract.

13. To check if a profile belongs to selected segmentations, under Segmentations, click Select segmentations.
    Each selected segmentation creates a property with its name. These properties can be assigned a true or false value;
    - true if a profile is belongs to the segmentation,
    - false if they don’t.

14. On the pop-up, select the segmentations which you want to check.

15. After you finish filling out the export form, click Next and review the settings.
    Result: A summary of the export appears.

    

16. If everything is in order, click Next.

17. On the confirmation pop-up, click Run export.
    Result: You can see the export logs in Data Management > Exports. You can download the file from there by accessing the Save File logs.

Export in Automation

1. Go to Profiles.

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

   

3. On the pop-up, select Export in Automation.

4. Confirm your choice by clicking Next.

5. 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.

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

   

7. 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.

8. 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.

9. 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.

10. Depending on the choice of the file export destination you made earlier in the process, configure one of the following nodes:

    • Save file
    • SFTP - “Send File” node
    • HTTPS - “Send File” node
    • Amazon S3 - “Send File” node
    • Azure - “Send File” node
    • Google Cloud Storage - “Send File” node

11. 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.

12. Optionally, you can change the name of the workflow.

13. 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 single export and a workflow.

1. Go to Data Management > Export.
2. On the list of exports, find your export.
3. Click the name of the export.
   Result: A pop-up appears.

   

4. On the pop-up, next to Save File, click the downwards arrow.
   

   

5. Click Download file.
6. From the dropdown list, select one of the following file formats:
   • CSV
   • JSON
   • JSONL
7. Confirm the action.
   Result: A file is downloaded to your device.