Documentation / Product / Integrations / Custom Integrations / CSV Export

CSV Export

Lytics allows you to export your audiences to a CSV for easy importing into other systems where a Lytics integration may not already exist.

There are two different options for exporting CSV files.

Receive the CSV via Email

This workflow will export the audience you select as a CSV containing user data. The file will be sent to you by email with a link to download.

  1. From Data > Integrations select the Custom Integrations tile. custom
  2. If you have already set up an import in the past, click the New Workflow button.
  3. Select Email CSV from the list of workflows.
  4. Complete the required fields.

    • Email: Enter the email address that will receive the download link.
    • Audience Name: Select the audience that contains the users to export.

    configuration

  5. Optionally, you can configure additional advanced options.

    • Include Headers: Selecting this includes field names as the first row of the CSV (this is selected by default).
    • Append Audience Name: Selecting this adds a column that contains the name of the audience you're exporting (this is selected by default).
    • Additional Segments: Selecting this adds an additional column containing the full list of audiences the user is a member of. Selecting this option may affect the performance of the workflow (the time it takes to export).
    • Fields to Export: The default option is to include all of the user fields in the export. You have the option to select specific fields.
    • User Limit: You can set a maximum number of users to export. Leave this field blank to export all users.
    • Custom Delimiter: By default, the delimiter is “,”. You may set a custom separator with this setting.
    • Custom Join: This field allows you to designate a custom join character for fields that have multiple values. Default is to join multi-value fields with "&". For example: [email protected]&[email protected].
    • Continuous Export: Allows you to receive an updated version of the CSV daily. See the section on continuous exports below for more details.
    • Time of Day & Timezone: Let you select the exact time the CSV should be exported and emailed for a continuous export.
  6. Click Start Export to begin the export process.
  7. Once the CSV has been created, you will receive an email with a link to download it.

NOTE: The download link for the exported CSV will expire after 24 hours.

Export the CSV to an SFTP Server

You can opt to export your CSV to an SFTP server. This server can be one that you manage, or the Lytics SFTP server which you can gain access to by contacting [email protected].

  1. From Data > Integrations select the Custom Integrations tile. custom
  2. If you have already set up an import in the past, click the New Workflow button.
  3. Select Export CSV via SFTP from the list of workflows.
  4. Select an existing authorization. If you are exporting for the first time or need to set up a new SFTP server select Add new authorization. Choose Client SFTP Server with Username/Password and PGP Public Key if you wish to encrypt your export. If you prefer to use the Lytics SFTP server click Use Lytics Managed SFTP instead. sftp export with pgp
  5. If you're setting up a new, custom SFTP server. You will be prompted to enter your connection details. authorization details If you chose an authorization with PGP Public Key, you will need to enter your key in the PGP Public Key field, as shown below. For more information, see PGP public keys. sftp server setup pgp

  6. Complete the required fields.

    • Audience Name: Select the audience that contains the users to export.
    • Compress: Select the file compression type.

    configuration

  7. Optionally, you can configure additional advanced options.

    • Include Headers: Selecting this includes field names as the first row of the CSV (this is selected by default).
    • Append Audience Name: Selecting this adds a column that contains the name of the audience you're exporting (this is selected by default).
    • Append Audience Slug: Selecting this adds a column that contains the slug of the audience you're exporting.
    • Additional Segments: Selecting this adds an additional column containing the full list of audiences the user is a member of. Selecting this option may affect the performance of the workflow (the time it takes to export).
    • Fields to Export: The default options is to include all of the user fields in the export. You have the option to select specific fields.
    • User Limit: You can set a maximum number of users to export. Leave this field blank to export all users.
    • Custom Delimiter: By default, the delimiter is “,”. You may set a custom separator with this setting.
    • Custom Join: This field allows you to designate a custom join character for fields that have multiple values. Default is to join multi-value fields with "&". For example: [email protected]&[email protected].
    • Continuous Export: Allows you to receive an updated version of the CSV daily. See the section on continuous exports below for more details.
    • Time of Day & Timezone: Let you select the exact time the CSV should be exported and emailed for a continuous export.
  8. Click Start Export to begin the export process.

Continuous Exports

If you opt to create a continuous export, please note that:

  • The work will start exporting at the specified time (default is midnight, UTC). The file will get emailed or dropped in the SFTP when the work is done running.
  • If an audience is large enough to take over a day to export and continuous export is selected, the work will not run again until after the previous export completes.