Define a Raw Data Export

Goal​

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

Prerequisites​

• ​Raw Data Exports feature must be enabled in your system. For assistance, contact customer service.

• An FTP server to store the export file (correct address and password required).

• An external analysis tool, such as a customer relationship management or data warehouse tool.

Permissions​

• Permission 255: ​Data Import and Export: Export Sensitive User Data​

• Permission 163: ​Data Import and Export: Create and Edit Raw Data Exports​

Permissions and PII data

To block the export of personally identifiable information (PII), do not assign permission 255 to any users. Permission 255 allows PII export (e.g., names, email addresses).

Procedure

1. Go to Data Management > Exports.

2. Click Create.

3. Export Type & Name: Define the export type and name. Click Next.

4. Time Frame: Specify the desired time frame. Click Next.

5. Parameters: Choose for which message event data is exported. Click Next.

6. Event Data: Define the event data to be included in the export. Click Next.

7. Additional Data: Select any other data types for your export. Click Next.

8. Export Configuration: Define the file format and output options and specify the FTP server address for the export file. Click Next.

9. Review and Save: Review the export configuration summary. If necessary, use the Back button or click the previous tabs to make changes. If you are happy with the configuration, click Save. The configuration will appear in the Exports Overview window.

Export Generation Methods

Once defined in the wizard, the export settings are stored in the system, and you can proceed with generating your export. There are two ways to do that:

1. Manual generation: You can manually generate the file. For details, see Generate Exports Manually.

2. Scheduled Generation: Automate file generation on a regular schedule using time-based automation. For more information, see Generate Export.