The export module in Data Activation lets you to retrieve data by running various export types. Depending on the type of data you need, several export options are available. This article explains how to access the export module, the differences between export types, and how to run them successfully.
To access the Export module, in Data Activation, go to Data in the left side navigation and select Exports. From this tab, you can view all requested exports and request new ones.
The first view you land on is Scheduled exports. Here you can see all exports that run periodically. There's a limit of 10 scheduled exports per site ID.
The second tab shows manual exports. These can either be downloaded from the interface or, if they're remote manual exports, accessed at the external location where they're saved. Export records can have the following statuses: started, timed out, or successfully finished.
When finished, the exports can be downloaded.
From this same page, you can request a new export by clicking the + button in the top right.
Types of exports
When you request a new export, you choose from 3 request types. The difference between them depends on whether you want a one-time export or a scheduled job, and where you want the data stored:
Manual: A one-time file that you can download from the interface.
Remote Manual: A one-time file stored on an external repository.
Scheduled: A periodically repeating export stored on an external repository.
The available export types are:
Banner Views
Conversions
Conversion Sessions
Sessions
Engagements
Historic event export
Note
All exports use CSV as the file format, except the historic event export. The historic event export type is always compressed in a .gz file, which contains a .csv file.
Instructions
Configure a manual export
For a manual export, you need to provide the following information:
Request type: Manual.
Export type: The type of data you want to export.
Start date: Beginning of the date range.
End date: End of the date range.
Email: Address to receive a notification when the export completes.
Note
For all export types, you can select a date range of up to 90 days.
Configure a remote manual export
A remote manual export follows the same process as a manual export, with the addition of defining an external repository where the file is sent.
You need to provide the following information:
Request type: Remote Manual.
Export type: The type of data you want to export.
Start date: Beginning of the date range.
End date: End of the date range.
Connection type: The protocol used to connect to the remote location.
Login type: The authentication method.
Username and Password: Required only when using the Normal login type.
Host: The hostname of the remote location.
Port: The port number.
Directory: The target directory on the remote location.
Email: Address to receive a notification when the export completes.
Set up a remote repository
After choosing Remote Manual in the request type dropdown, a new Upload field becomes available in the export request form.
To configure the Upload field, you need the details of the remote location where you want to store the export data. Fill in the following fields:
Select a Connection type.
Select a Login type.
Enter Username and Password (only when the Normal login type is selected).
Enter the Host, Port, and Directory.
Click Test Connection to verify the connection to the remote location.
If no errors are returned, click Create to save the export.
Configure a scheduled export
Scheduled exports follow the same Upload configuration process as remote manual exports, without setting a start or end date.
You need to provide the following information:
Request type: Scheduled.
Export type: The type of data you want to export.
Frequency: How often the export runs — Daily, Weekly, or Monthly.
Connection type: The protocol used to connect to the remote location.
Login type: The authentication method.
Host: The hostname of the remote location.
Port: The port number.
Directory: The target directory on the remote location.
Email: Address to receive a notification when the export completes.
Scheduled exports are suitable for regular data queries over a longer period. By setting the frequency, you can determine how often data is sent to your remote location. Splitting large data loads into regular, smaller exports can help keep the files manageable and easier to work with.
There's a limit of 10 scheduled exports per site ID.