When a regular export is required (usually for processes such as exporting of user profiles to a third party platform), then Xtremepush Automations is the place to go.
Using this feature allows users to set up a daily, weekly or monthly schedule and select the destination for the data to be exported.
Navigate to Data > Automations and select the Exports tab.
Similar to the imports menu, this menu shows the full list of exports for the project and specifically their Target, Frequency and Status. It is also possible to see when they last ran and whether that export was successful.
Clicking on the last run timestamp shows details and any errors for that export.
Actions that can be performed on an existing automation can be found under > more.
Exports can be activated/de-activated and run now if an immediate export is required.
Click the Create Export button to be taken to the wizard driven setup process.
After giving the new export a name, the first step is to select an audience segment from the project which will determine the list of user profile / devices which will make up the export.
All exports allow a choice of either returning a list of matching user profile or devices.
Devices export will return a list that contains the device id and linked profile id.
Profile export allows for a selection of linked attribute values to be included (including subscription status fields).
Rearrange the selected attributes to order them in the CSV file. This might be useful if the export is being picked up by an external platform which requires them in a specific order.
There are two options available:
Export to an email.
Type out an email address and press enter. Multiple addresses can be added so the export will go to multiple people.
At the time of running a message will be sent to the list of emails provided containing a link to a secure page where the export can be downloaded.
Export to client SFTP.
Select an SFTP account which was set up via the project's Integrations Marketplace.
Finally, a frequency for export can be set on the scheduling step. After saving the schedule it will run at the next available time closest to the current time. Note the timezone set in your project and account for any adjustment needed in your process to avoid issues such as a file being updated in the SFTP by a system running in a timezone different to the one set in the automation schedule.
Updated 26 days ago