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
- Implementation Type: Server-side.
- Implementation Technique: File based transfer.
- Frequency: Batch export, frequency can be configured.
- Resulting data: User Fields in a file.
Fields
You can select and export any Lytics user fields to a CSV file.
Export CSV for Download
Exports to a CSV file that can be downloaded. You will recieve an email with a link to download the file.
- Navigate to the Integrations section and select the Custom Integrations tile.
- Click the New Workflow button.
- Select Email CSV from the list of workflows.
- From the Audience Name drop-down, select the Lytics audience that contains the users to export.
- In the Email text field, enter the email address to recieve the link to download.
- Click on the Show Advanced Options tab to expand the advanced configuration
- Using the Compress drop-down, select the compression type.
- Select the Include Headers checkbox to include the field names in the first row of the exported file.
- Select the Append Segment Name checkbox to append the Lytics segment name to the field.
- 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.
- Using the Fields to Export list, select the list of user fields to export.
- In the User Limit numeric field, enter the maximum number of users to export. Leave blank to export all users.
- In the Custom Delimiter text field, enter the custom delimiter for your file. The default delimiter is a comma.
- 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]
. - Select the Continuous Export checkbox to email the file once a day.
- Using the Time of Day drop-down, select the time of day to start export each day.
- Using the Timezone drop-down, select the timezone for time of day.
- Click Start export.
Export the CSV to an SFTP Server
You can opt to export your CSV to an SFTP server. This server can be your own or a Lytics managed SFTP server.
- Navigate to the Integrations section and select the Custom Integrations tile.
- Click the New Workflow button.
- Select Export CSV via SFTP from the list of workflows.
- Select the authorization you would like to use.
- From the Audience Name drop-down, select the Lytics audience that contains the users to export.
- Click on the Show Advanced Options tab to expand the advanced configuration
- Using the Compress drop-down, select the compression type for the file to be exported.
- Select the Include Headers checkbox to include the field names as the first row of the exported file.
- Select the Append Audience Name checkbox to add the field with Lytics audience name.
- Select the Append Audience Slug checkbox to add the field with Lytics audience slug.
- 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.
- Using the Fields to Export list, select the list of user fields to export.
- In the User Limit numeric field, enter the maximum number of users to export. Leave blank to export all users.
- In the Custom Delimiter text field, enter the custom delimiter for your file. The default delimiter is a comma.
- 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]
. - Check the Continuous Export checkbox to export the file once a day.
- From the File Export Frequency drop-down, choose how often a continuous export should export a new file.
- Using the Time of Day drop-down, select the time of day to start export each day.
- Using the Timezone drop-down, select the timezone for time of day.
- Using the Timestamp format drop-down, select the format for the timestamp that will be added at the end of the filename.
- Click Start export.