Define a Simplified Data Export

Goal​

To define and save a new Simplified Data Export file for analysis in an external tool.

Prerequisite​

• An FTP server on which to store your export file and the correct address and password.

• An external tool for analysis of the raw data (for example, a CRM tool).

Procedure

1. In the ​MainNavigation​, click​ Data Management​ > Exports​.
   ⇒ The ​Exports overview​ window opens.
   
2. Click the ​Create button.
   ⇒ Wizard step ​1. Type​ opens.
   
3. Define the type and name of your export. For more information, see 1. Type.
   When you are finished, click the ​Next​ button.
   ⇒ Wizard step ​2. Time Frame​ opens.
   
4. Define the desired time frame. For more information, see ​2. Time Frame​.
   When you are finished, click the ​Next​ button.
   ⇒ Wizard step ​​3. Parameters​ opens.
   
5. Define for which messages event data is exported. For more information, see ​3. Parameters​.
   When you are finished, click the ​Next​ button.
   ⇒ Wizard step ​​​4. Event Data opens.
   
6. Define which event data is included in the export. For more information, see ​4. Event Data​.
   When you are finished, click the ​Next​ button.
   ⇒ Wizard step ​​​5. Other Data opens.
   
7. Select additional types of data for your export. For more information, see ​5. Other Data​.
   When you are finished, click the ​Next​ button.
   ⇒ Wizard step ​​​​6. Export Configuration​ opens.
   
8. Define file format and output options for your export and specify the server address to which the export file is saved. For more information, see ​6. Export Configuration​.
   When you are finished, click the ​Next​ button.
   ⇒ Wizard step ​​​​​7. Summary​ opens.
   
9. This window provides a summary of the export settings. Check the summary to ensure that the settings are correct. Click on previously viewed tabs or use the ​Back​ button to make changes. For more information, see ​7. Summary​.
   When you are satisfied with your export configuration, click the ​Save​ button.
   ⇒ Your export configuration is saved and appears in the​ Exports Overview ​window.
   
   

Once defined in the wizard, the export settings are stored in the system.

There are two ways to generate the export file in Engage:

• You can manually generate the file. For more information, see ​Generate Exports Manually​.

• You can automatically generate the file on a regular schedule using a time-based automation. For more information, see ​Generate Export​.

Related Topics​

​Simplified Data Export​
Export Options in Mapp Engage
Generate Exports Manually​