Note: If you'd prefer to see a complete tour of the Data Exporter watching a video, see [Video] Data Exporter Walkthrough.
What is Data Exporter used for?
The Data Exporter feature is used to automate data delivery to third party data destinations like Amazon S3, Snowflake, Google Big Query, SFTP and others. Data is always aggregated to daily rows of data.
Before you begin: Creating a data export is a lot like creating a grid widget in TapClicks. Simply choose the data source, data view and fields that you would like to export.
Instructions:
Add a New Data Export
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 source from the Data Source dropdown menu.
6] Choose a data view from the Data View dropdown menu. Which data views you can choose depend on which data source your 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 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 credential 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 How many days of data do you want to export? textbox, enter the number of days (an integer) of data to export. The exported data includes today's data as one of the days.
15] Slide the slider below the textbox to the right to merge each new data export with the previous one in the same table.
16] To export the data one time immediately, select the On Demand radio button.
17] To schedule a data export, click the On a schedule radio button.
18] 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 or click Save And Run to export data immediately.
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 and Run 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.