Custom Integrations: CSV Export

Lytics allows you to export your audiences to a CSV file for importing into other tools that Lytics does not natively integration with.

• Integration Details
• Fields
• Receive the CSV via Email
• Export the CSV to an SFTP Server

• Implementation Type: Server-side.
• Implementation Technique: File based transfer.
• Frequency: Batch export, frequency can be configured.
• Resulting data: User Fields in a file.

You can select and export any Lytics user fields to a CSV file.

Exports to a CSV file that can be downloaded. You will recieve an email with a link to download the file.

1. Navigate to the Integrations section and select the Custom Integrations tile.
2. Click the New Workflow button.
3. Select Email CSV from the list of workflows.
4. From the Audience Name drop-down, select the Lytics audience that contains the users to export.
5. In the Email text field, enter the email address to recieve the link to download.
6. Click on the Show Advanced Options tab to expand the advanced configuration
7. Using the Compress drop-down, select the compression type.
8. Select the Include Headers checkbox to include the field names in the first row of the exported file.
9. Select the Append Segment Name checkbox to append the Lytics segment name to the field.
10. Select the Additional Segments checkbox to add a column containing all the Lytics segments a user is a member of. Selecting this option may affect the performance of this integration.
11. Using the Fields to Export list, select the list of user fields to export.
12. In the User Limit numeric field, enter the maximum number of users to export. Leave blank to export all users.
13. In the Custom Delimiter text field, enter the custom delimiter for your file. The default delimiter is a comma.
14. Using the Custom Join drop-down, select a custom join character for fields that have multiple values. Default is to join multi-value fields with &, e.g., [email protected]&[email protected].
15. Select the Continuous Export checkbox to email the file once a day.
16. Using the Time of Day drop-down, select the time of day to start export each day.
17. Using the Timezone drop-down, select the timezone for time of day.
18. Click Start export.

You can opt to export your CSV to an SFTP server. This server can be your own or a Lytics managed SFTP server.

1. Navigate to the Integrations section and select the Custom Integrations tile.
2. Click the New Workflow button.
3. Select Export CSV via SFTP from the list of workflows.
4. Select the authorization you would like to use.
5. From the Audience Name drop-down, select the Lytics audience that contains the users to export.
6. Click on the Show Advanced Options tab to expand the advanced configuration
7. Using the Compress drop-down, select the compression type for the file to be exported.
8. Select the Include Headers checkbox to include the field names as the first row of the exported file.
9. Select the Append Audience Name checkbox to add the field with Lytics audience name.
10. Select the Append Audience Slug checkbox to add the field with Lytics audience slug.
11. Select the Additional Audiences checkbox to add a column containing all the Lytics audiences a user is a member of. Selecting this option may affect the performance of this work.
12. Using the Fields to Export list, select the list of user fields to export.
13. In the User Limit numeric field, enter the maximum number of users to export. Leave blank to export all users.
14. In the Custom Delimiter text field, enter the custom delimiter for your file. The default delimiter is a comma.
15. Using the Custom Join drop-down, select a custom join character for fields that have multiple values. Default is to join multi-value fields with &, e.g., [email protected]&[email protected].
16. Check the Continuous Export checkbox to export the file once a day.
17. From the File Export Frequency drop-down, choose how often a continuous export should export a new file.
18. Using the Time of Day drop-down, select the time of day to start export each day.
19. Using the Timezone drop-down, select the timezone for time of day.
20. Using the Timestamp format drop-down, select the format for the timestamp that will be added at the end of the filename.
21. Click Start export.