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.

• Export CSV for Download
• 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.

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

Follow these steps to set up and configure an export job for Custom in the Lytics platform. If you are new to creating jobs in Lytics, see the Jobs Dashboard documentation for more information.

1. Select Custom Integrations from the list of providers.
2. Select the Email CSV job type from the list.
3. Select the Authorization you would like to use or create a new one.
4. Enter a Label to identify this job you are creating in Lytics.
5. (Optional) Enter a Description for further context on your job.
6. Select the audience to export.
7. Complete the configuration steps for your job.
8. In the Email text box, enter the email address to recieve the link to download.
9. Click on the Show Advanced Options tab to expand the advanced configuration.
10. (Optional) From the Compress input, select the compression type.
11. (Optional) Select the Include Headers checkbox to include the field names in the first row of the exported file.
12. (Optional) Select the Audience Name checkbox to add a column with the name of the exported Lytics audience.
13. (Optional) Select the Additional Audiences checkbox to add a column containing all the Lytics audiences a user is a member of.
14. (Optional) From the Fields to Export input, select a list of user fields to export.
15. (Optional) In the User Limit numeric field, enter the maximum number of users to export. Leave blank to export all users.
16. (Optional) In the Custom Delimiter text box, enter a custom delimiter for your file. Default delimiter is ",". A recommended custom delimiter is "|" (pipe).
17. (Optional) From the Custom Join input, 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]
18. (Optional) Select the Continuous Export checkbox, to email CSV file every day.
19. (Optional) From the Time of Day input, select the time of day to start export each day.
20. (Optional) From the Timezone input, select the timezone for time of day.
21. 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.

Follow these steps to set up and configure an export job for Custom in the Lytics platform. If you are new to creating jobs in Lytics, see the Jobs Dashboard documentation for more information.

1. Select Custom Integrations from the list of providers.
2. Select the Export CSV via SFTP job type from the list.
3. Select the Authorization you would like to use or create a new one.
4. Enter a Label to identify this job you are creating in Lytics.
5. (Optional) Enter a Description for further context on your job.
6. From the Audience Name drop-down, select the Lytics audience that contains the users to export.
7. (Optional) From the Compress input, select the compression type for the file to be exported.
8. (Optional) Select the Include Headers checkbox, to include the field names as the first row of the exported file.
9. (Optional) Select the Audience Name checkbox, to select to add a column with the name of the exported Lytics audience.
10. (optional) Select the Audience Slug checkbox, to add a column with the slug of the exported Lytics audience.
11. (Optional) Select the Additional Audiences checkbox, to add a column containing all the Lytics audiences a user is a member of.
12. (Optional) From the Fields to Export input, select the list of user fields to export. If none are selected then every user field will be included.
13. (Optional) In the User Limit numeric field, enter the maximum number of users to export. Leave blank to export all users.
14. (Optional) In the Custom Delimiter text box, enter a custom delimiter for your file. Default delimiter is ",". A recommended custom delimiter is "|" (pipe).
15. (Optional) From the Custom Join input, 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. (Optional) Select the Continuous Export checkbox, to export at the specified frequency selected in File Export Frequency option.
17. (Optional) From the File Export Frequency input, select how often to export the new file.
18. (Optional) From the Time of Day input, select time of day to start export each day.
19. (Optional) From the Timezone input, select timezone for time of day.
20. (Optional) From the Timestamp Format input, select the format for the timestamp that will be added at the end of the filename. MM = month, mm = minute.
21. Click Start Export.