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Define a Simplified Data Export
- 1 Minute to read
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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
In the MainNavigation, click Data Management > Exports.
⇒ The Exports overview window opens.
Click the Create button.
⇒ Wizard step 1. Type opens.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.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.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.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.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.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.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