What is Data Exporter used for?
The Data Exporter feature is used to automate marketing performance data delivery to third-party data destinations like Amazon S3, Snowflake, Google Big Query, SFTP, and others. Data is always aggregated into daily rows of data. Whether you’re preparing reports for clients, importing data into third-party analytics tools, or maintaining historical records, this guide will show you how to configure, execute, and manage data exports.
Before you begin: Creating a data export is like creating a grid widget in TapClicks. Simply choose the data source, data view, and fields that you would like to export. If you'd prefer to watch a video, see [Video] Data Exporter Walkthrough.
Table of Contents
Choosing How Much and When to Export Data
Run Export on Demand Without Changes
How to Edit an Existing Data Exporter
Instructions:
Add a New Data Exporter
1] On the left side menu click Data.
2] On the Data menu click Data Exporter.
3] In the upper right on the Data Exporter page, click the "+" to add a new data source to export.
Configure the Data Source
| PRO TIP: Want to make sure you’re sending the correct data? Start by creating a grid widget to ensure your selected data source and data view have been set up correctly. If the data is correct, then simply mirror those settings when creating a data export. |
4] Enter a name for your data source in the Name textbox.
5] Choose your data category from the Data Category dropdown menu.
6] Choose a data view from the Data View dropdown menu. Which data views you can choose depends on which data category you previously selected.
7] Choose one or more fields from the Fields dropdown menu. If you want to remove a field after you select it, click the "x" to the right of the field name.
Filter the Data
| NOTE: You can optionally filter your exported data to only show data from a specific client, client group or business unit. |
8] To filter by client, choose a client from the Client dropdown menu.
9] To filter by client group, choose a client group from the Client Group dropdown menu.
10] To filter by business unit, choose a Business Unit from the Business Unit dropdown menu.
Configure the Destination
11] From the Where do you want to export this data? dropdown menu, choose a destination for your exported data.
12] Complete the fields relevant to your destination. If there are required credentials, they will be listed at the top of the section. In the example below (Amazon S3), the associated credentials must have PUT, LIST, GET, and DELETE permissions.
13] Click Test Connection to ensure your credentials are valid.
| PRO TIP: For destinations that receive a CSV file (e.g., Amazon S3, FTP, Google Cloud Storage), the filename will always contain a timestamp. You are able to add a prefix to the filename to help organize your files. |
Choosing How Much and When to Export Data
14] In the What date range do you want to include in this report? area, choose one of three radio buttons to specify the date range:
- Specific number of days
- Preset
- Custom
15] For the Specific number of days options, enter the number of days in the Days textbox and check the box below to not include the current day. For the Preset option, choose the number of days from the dropdown menu and what that number is based on from the other dropdown menu. For the Custom option, select the specific start date and end date from the respective dropdown menus, along with entering the number of days before both to send the data in the respective text boxes.
16] To export the data one time immediately, select the On Demand radio button.
17] To export the data when the daily fetch is complete or 8:00 p.m. Eastern Time, select the second radio button.
18] To schedule a data export, click the On a schedule (Eastern Time) radio button, and then select one of the four radio button options. Be sure to fill in the detail field(s) to the right of the radio button.
| NOTE: Once you make your scheduled selection, on the right side of the page you'll see scheduled dates and/or times (up to a maximum of 50). |
Set Notifications
19] To be notified by email after an export runs, enter your email address in the Who should be notified? textbox.
20] Slide the Email errors only slider to the right to be notified only when the export runs with errors.
21] At the bottom of the page, click Save to complete the Data Exporter configuration for exporting on a schedule.
22] Once the export runs, you will see a log at the bottom showing useful information about the status of each attempt. You may need to refresh this page to see your log entries.
| PRO TIP: Often users wish to run a one-time export with a long lookback and then an ongoing export to keep the data current. A good way to do this is to build your Data Export and choose 365 days. Then run the Data Export once, using On Demand. Next, verify your data in the destination. Lastly, edit the Data Export to use a 7-day lookback and schedule it to run daily. |
Run Export on Demand Without Changes
| NOTE: If you want to run export on demand but haven't made any changes to the configuration, you will not see the Save button. Instead, follow the steps below. |
23] On the Data Exporter list, locate the data source you want to export on demand and click the Run Now arrow on the far right.
24] Once the data export runs, open the export and scroll to the bottom to see the logs. If the export is successful, check your destination to ensure the data has arrived.
How to Edit an Existing Data Exporter
25] On the left side menu click Data.
26] On the Data menu click Data Exporter. The list of existing Data Exporters appears.
27] Locate the Data Exporter in the list you wish to edit by either scrolling through the list or entering the name in the search box on the left (search results appear automatically).
28] After you locate the Data Exporter, on the far right side of the row, click the edit icon (i.e., pencil).
29] The details page for the Data Exporter appears. Make any changes necessary. See steps 4 - 22 above for more information.
30] When you're finished with the edits, click either Save or Save and Run at the bottom of the page.