Exports

User profiles can be exported using the ReachFive Console in Settings  Export definitions

This export allows to retrieve all or just the latest data of your users.

You can export data in CSV or JSON.

Exports are handled by jobs and executed on demand or scheduled.

The feature Export Jobs must be active in the ReachFive Console.
Liaise with your ReachFive contact to enable it for your account.

Export definitions

Export definitions set the destination, scheduling, file format, and filtering options.

Create a definition in Settings  Export definitions, click New definition, then Save.

The export job then appears in the Export definitions list.

Read below for how to set definition options.

Export destination

To dump exported data, you must select a destination to receive the output JSON or CSV file:

  • Secured File Transfer Protocol servers (SFTP)

  • Amazon S3 (S3)

  • Google Cloud Storage solutions (GCS)

Set the required authentication options to your storage, and provide the path of the destination file.

To overwrite the file with every new run, select Overwrite existing file.

Scheduling exports

Schedule job executions with CRON expressions.

To help write your CRON expressions, check CronMaker.

Select Incremental to only export updated profiles since the last run of the job.

Defining export data and format

Under the Format dropdown, you can choose between CSV and JSON.

When selecting JSON, all fields of the user profile data model will be exported, including consents.
You have the option to Include custom fields in the export as well.

When using CSV format, you can define the columns to include in the export.
You can include all attributes of the user profile data model, including custom fields and consents.

Under the Encoding dropdown, select UTF-8 or ISO-8859-1, for a better compatibility with your system.

Then, set the formatting options below:

  • Delimiter — to separate columns of the file

  • Quote char — to prevent column splitting issues

  • Escape character — to escape characters inside columns

Filtering data

If you have a large user database, you can filter what to export to limit the size of files that are generated.

Filters allow to define a value of range of values user profiles should match to.

User Age between 25 and 35

Filters are combined with the AND operator: the more filters you add, the more refined the data becomes.

User Age between 25 and 35
User Gender = Female

Filter operators:

  • =

  • >

  • <

  • between

  • is not empty

  • is empty

Running exports

Click 16 next to the export definition.

When you start a run, logs are created and available in Show job reports.

All import and export run logs are accessible in the Settings  Job reports.

You can also edit 16, delete 16, and duplicate 16 the job definition.