What: The Profile Export connection allows you to synchronize data to various marketing platforms and databases from BlueConic via delimited flat files. User profile property information can be exported for one or multiple segments.
Why: Transfer customer data to internal data warehouses, CRM databases, analytics platforms and other marketing systems to enrich data and enhance capabilities with behavioral data collected by BlueConic and profile data integrated from other systems.
Configuring the connection
To learn more about schedule settings, read Scheduling Connections.
Depending on your choice for the export system, the configuration settings consist of the following options:
- Limit your data to only the relevant data for the system you are exporting to by selecting appropriate segment(s).
- Export System
There are three ways to transfer the export data:
- SFTP: transfer the data to a remote SFTP server.
- E-mail: send the data to email recipients.
- S3: transfer the data to an Amazon S3 bucket.
- SFTP Server
- Enter the name of the SFTP server you want the profile exports uploaded to.
- Enter the port number of the SFTP server. Typically this is 22.
- SFTP Server Path
- Enter the directory path on the SFTP server to determine where the export file will be saved.
- The username for BlueConic to connect to the SFTP server with.
- Authentication method
- Select the authentication method you want to use to connect to the SFTP server: password authentication or public key authentication.
- The password associated with the username for password authentication.
- Private key
- Upload the private key associated with the username for public key authentication.
- Email recipient(s)
- Enter one or more email addresses to receive the profile exports.
- Enter the Amazon S3 Bucket name. Read more on using Amazon S3 Buckets.
- Access Key ID
- Enter the Amazon S3 Access Key ID. You can retrieve the access key ID from the Security Credentials page. Read more on AWS Security Credentials.
- Secret Access Key
- Enter the Amazon S3 Secret Access Key. You can create new access keys for the account by going to the Security Credentials page. In the Access Keys section, click Create New Access Key. Read more on AWS Security Credentials.
- Replace IDs
- Select this if you want the export to contain names of interactions, channels and domains instead of their BlueConic IDs.
- Date format
- Select the date format that you prefer. There are five formats available:
- Timestamp, the number of milliseconds since Jan 1st, 1970. (example: "1324483200000")
- ISO 8601 (example: "2011-12-21 17:00:00")
- US (example: "12/21/2012 5:00:00 PM")
- NL (example: "21-12-2011 17:00:00")
- UK (example: "21/12/2011 17:00:00")
Please note that all dates will be exported in UTC timezone, regardless of the configured date format.
- Email notifications
- Enter one or more email addresses that should receive updates on the success or failure of exports.
In the table below, map the fields that are to be exported from BlueConic. The name entered for the CSV field name will appear in the header in the CSV export.
For each field to be mapped from the CSV file, click [Add Transfer Mapping] and select the profile property to export. Enter desired CSV field names at the right, these will be exported in the first row. In addition to the fields you select, users' BlueConic profile IDs will be exported in the first column.
The Profile Export Connection is a standard plugin.