Exports (preview) overview

Exports allow you to share specific data with various applications. They can include customer profiles, entities, schemas, and mapping details. Each export requires a connection, set up by an administrator, to manage authentication and access. The Exports page shows you all configured exports.

Export types

There are two main types of exports:

  • Data-out exports let you export any type of entity available in Customer Insights. The entities that you select for export are exported with all data fields, metadata, schemas, and mapping details.
  • Segment exports let you export segment entities from Customer Insights. For individual consumers (B-to-C), segments represent a list of customer profiles. For businesses (B-to-B), segments can represent a list of accounts or contacts. When configuring the export, you select the included data fields, depending on the target system you are exporting data to.

Export segments

Exporting segments in environments for business accounts (B-to-B) or individual consumers (B-to-C)
Most export options support both types of environments. Exporting segments to various target systems have specific requirements.

Segment exports in environments for individual consumers (B-to-C)

  • Segments in the context of environments for individual customers are built on the unified customer profile entity. Every segment that meets the requirements of the target systems (for example, an email address) can get exported.

Segment exports in environments for business accounts (B-to-B)

  • Segments in the context of environments for business accounts are built on the account entity or the contact entity. To export account segments as is, the target system needs to support pure account segments. This is the case for LinkedIn when you choose the company option while defining the export.
  • All other target systems require fields from the contact entity.
  • With two segment types (contacts and accounts), Customer Insights automatically identifies which type of segments are eligible for export based on the target system. For example, for a contact-focused target system like Mailchimp, Customer Insights only allows you to choose contact segments to export.

Limits on segment exports

  • Third-party target systems may limit the number of customer profiles that you can export.
  • For individual customers, you'll see the actual number of segment members when you select a segment for export. You will get a warning if a segment is too large.
  • For business accounts, you'll see the number of accounts or contacts depending on the segment. You will get a warning if the segment is too large. Exceeding the limits of the target systems results will skip the export.

Set up a new export

To set up or edit an export, you need the right connections available to you. Connections depend on your user role:

  • Administrators have access to all connections. They can also create new connections when setting up an export.
  • Contributors can have access to specific connections. They depend on administrators to configure and share connections. The exports list shows contributors whether they can edit or only view an export in the Your permissions column. For more information, go to Allow contributors to use a connection for exports.
  • Viewers can only view existing exports—not create them.
  1. Go to Data > Exports.

  2. Select Add export to create a new export.

  3. In the Set up export pane, select which connection to use.

  4. Provide the required details and select Save to create the export. For the required details, review the Customer Insights documentation for the specific export.

Manage existing exports

Go to Data > Exports to view the exports, their connection name, connection type, and status. All user roles can view configured exports. You can sort the list of exports by any column or use the search box to find the export you want to manage.

Select an export to view available actions.

Exports page.

  • View or Edit the export. Users without edit permissions select View instead of Edit to see the export details.
  • Run the export to export the latest data.
  • Create duplicate of an export.
  • Schedule the export.
  • Detach connection to remove the connection for this export. Detach does not remove the connection, but deactivates the export. The Connection used column displays No Connection.
  • Remove the export.

Schedule and run exports

Each export you configure has a refresh schedule. During a refresh, the system looks for new or updated data to include in an export. By default, exports are run as part of every scheduled system refresh. You can customize the refresh schedule or turn it off to run exports manually.

Tip

Minimize the processing time of segment exports with the following best practices:

  • Distribute segment entities across mutiple exports.
  • Avoid scheduling all exports at the same time. Leave 30 minutes or one hour between the scheduled time of each export.

Export schedules depend on the state of your environment. If there are updates in progress on dependencies when a scheduled export should start, the system will first complete the updates and then run the export. The Refreshed column shows when an export was last refreshed.

Schedule exports

Define custom refresh schedules for individual exports or several exports at once. The currently defined schedule is listed in the Schedule column of the export list. The permission to change the schedule is the same as editing and defining exports.

  1. Go to Data > Exports.

  2. Select the export you want to schedule.

  3. Select Schedule.

  4. In the Schedule export pane, set the Schedule run to On to run the export automatically. Set it to Off to refresh it manually.

  5. For automatically refreshed exports, choose a Recurrence value and specify the details for it. The time defined applies to all instances of a recurrence. It's the time when an export should start refreshing.

  6. Select Save.

When editing the schedule for several exports, make a selection under Keep or override schedules:

  • Keep individual schedules: Keep the previously defined schedule for the selected exports and only disable or enable them.
  • Define new schedule for all selected exports: Override the existing schedules of the selected exports.

Run exports on demand

To export data without waiting for a scheduled refresh, go to Data > Exports.

  • To run all exports, select Run all in the command bar. Only exports that have an active schedule are run. To run an export that is not active, run a single export.
  • To run a single export, select it in the list and select Run in the command bar.

Troubleshooting

Segment not eligible for export

Problem Within an environment of business accounts your exports fail with the error message: "The following segment is not eligible for this export destination: '{name of segment}'. Please choose only segments of type ContactProfile and try again."

Resolution Customer Insights environments for business accounts was updated to support contact segments in addition to account segments. Due to that change, exports needing contact details only work with segments based on contacts.

  1. Create a segment based on contacts which matches your previously used segment.

  2. Once that contact segment is run, edit the respective export and select the new segment.

  3. Select Save to save the configuration or Save and run to test this export right away.

Tip

There are statuses for tasks and processes. Most processes depend on other upstream processes, such as data sources and data profiling refreshes.

Select the status to open the Progress details pane and view the progress of the tasks. To cancel the job, select Cancel job at the bottom of the pane.

Under each task, you can select See details for more progress information, such as processing time, the last processing date, and any applicable errors and warnings associated with the task or process. Select the View system status at the bottom of the panel to see other processes in the system.