> Synerise Documentation — CRM
>
> This file contains the complete "CRM" section of the Synerise documentation. Each article begins with a top-level "# " heading. The manifest listing all sections is at https://hub.synerise.com/llms-full.txt
# Introduction to aggregates
An aggregate is a summarized data about a selected event from a specified time range. You can determine the desired output – whether it is the latest or first value for a particular event parameter, median, average, sum, minimum, maximum, and more.
In Synerise, you can create the following aggregate types:
- [**Profile**](/docs/crm/aggregates/creating-profile-aggregates) - Profile aggregates include customer-context, allowing for displaying the result for individual customer. Within the aggregate preview, you can select a customer identifier to view the results tailored for that specific customer.
- [**Event**](/docs/crm/aggregates/creating-event-aggregates) - Event aggregates let you analyze an occurrence of an event and occurrences before it. These aggregates act like custom event parameters which can be used in filters (as a [property or value](/docs/analytics/i_events-parameter-value#synerise-objects)). Event aggregates can be applied to filters with different events than the event in the aggregate, which can help you create complex analyses.
Aggregates serve more than just analytical purposes; they are essential components within larger use cases and complement other Synerise features, such as Predictions and AI recommendations. The table below showcases what you can do with aggregates:
| Purpose | Practical examples | Aggregate type |
|-----------------------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|----------------|
| Simple analysis | - [Discover a customer's preferred channel](/use-cases/channel-preference)
- Discover a customer's preferred category
- [Calculate duration of the latest session](/use-cases/calculate-time-spent-on-website) | Profile |
| Complex analysis | - [RFM analysis](/use-cases/rfm-analysis)
- [Dashboard for a call center that contains transaction statistics](/use-cases/customer-dashboard-call-center#create-aggregates) (for example, name of the product purchased the most recently, transaction value, number of transactions, and so on) | Profile |
| Providing context for AI features | - [Recommendation of similar products filtered by favorite category of a customer](/use-cases/dynamic-content-item-context-recommendation) (the favorite category is provided by the aggregate result)
- [Recommendation boosted by the results of AI prediction for best brand for a customer](/use-cases/bestfit-brand) (results of the prediction are retrieved from an aggregate) | Profile |
| Creating custom event parameters | - Gather a group of customers whose average transaction value exceeds $500 after second visit in the store
- Calculate recommendation revenue after the first click within 24 hours
- [Count transactions attributed to a triggering action within a defined time window](/use-cases/time-window-event-attribution) | Event |
# Profile overview






icon.
4. From the dropdown list, select **Attribute**. In practice it means that you can use this expression in different types of analyses (for example, aggregates, funnels, and more).
4. To start creating the formula of the expression, click the **Select** button.
5. You can choose one of four elements: customer, constant, dynamic key, or a [function](/docs/crm/expressions/functions-in-expressions).
6. To define the settings of the chosen element, click that element.
7. In case you choose a customer, from the **Choose attribute** dropdown, select the customer attribute you want to include in the formula.
8. In case you choose a constant, type a number or text.

button next to **Analyze profiles by**, define the type of aggregate result. You can choose from:
| Function | Description | Profile aggregate | Event aggregate |
|---|---|:---:|:---:|
| **Exists** | Returns a boolean value informing you whether a chosen event occurred in the selected time range. | 


button next to **Analyze events by**, define the function according to which events will be aggregated:
| Function | Description | Profile aggregate | Event aggregate |
|---|---|:---:|:---:|
| **Exists** | Returns a boolean value informing you whether a chosen event occurred in the selected time range. | 
# Importing profiles
To learn how to import profiles to Synrise, see the [Importing profiles](/docs/assets/imports/importing-clients) article.
# Exporting profiles
You can export profiles (both recognized and anonymous) from the Behavioral Data Hub 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](/docs/crm/customer-properties): value of the attributes you select for export or `true`/`false` values for the [tags](/docs/crm/customer-tag) selected for export,
- [aggregates](/docs/crm/aggregates/introduction-to-aggregates): result of the selected aggregates for every profile,
- [expressions](/docs/crm/expressions/introduction-to-expressions): result of the selected expressions for every profile,
- [segmentations](/docs/analytics/segmentations/introduction-to-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**](#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 Hub**](#export-in-automation-hub) 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 Hub**:
- If the exported data must follow specific requirements (for example, specific column names), create a [data trasnformation rule](/docs/automation/data-transformation-and-imports/creating-data-transformation).
- You must be assigned with a [user role](/docs/settings/identity-access-management/permissions) with the following [permissions](/docs/settings/identity-access-management/permissions#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 Modeling Hub > Exports**.
1. Go to 


Click the Everyone tab. No further configuration is needed.





button.
5. From the dropdown list, select an event to add to the profile by ticking the checkbox next to the name of the event. The list contains all tracked events.
icon. From the dropdown list select **Event**.
4. From the **Choose event** dropdown, select an event.
5. To start creating the formula of the expression, click the **Select** button.
5. You can choose one of four elements: customer, constant, dynamic key, or a [function](/docs/crm/expressions/functions-in-expressions).
6. To define the settings of the chosen element, click that element.
- In case you choose a customer, select the customer attribute you want to include in the formula.
- In case you choose a constant, type the number or text (users can write a number in words, `nine` instead of `9`).
- In case you choose a dynamic key, type in the key name (the ID of the key, for example `orderID`) and its default value. The default value will be replaced with the target one indicated in, for example, the request for expression result (when you request the expression result through Synerise Analytics API).
10. Define the dependencies between the elements in the expression by selecting the mathematical operators.
11. To complete creating the expression, click **Save**.
## Example of use
---
**Goal**: To create a metric that counts liters of sold liquid products.
**Prerequisites**: Non-standard attributes for **bought product** event: `product quantity` and `product volume`. Instruction for adding event parameters available at the [link](/docs/assets/events/adding-event-parameters).
**Steps**:
1. Go to
button.
5. Select an event to analyze.
f(x) = exp(x) or ex
(where the argument x is written as an exponent).
Therefore, the Exp function returns the result of e to the power given in the brackets.
## Floor
---
This function rounds down the results of expressions (e.g. 4.99 will be rounded down to 4).
## IfNull
---
This function checks if a given value is null (empty or undefined). If it is, the function returns a specified alternative value; otherwise, it returns the original value. This is useful for handling missing or undefined data.
**Syntax**





