Export user profiles

You can export user profiles using the ReachFive Console. This export allows you to retrieve all data or just the latest data for your users. Exports are handled by jobs and can be executed on demand or scheduled as needed. You can export data in CSV or JSON format.

Exporting user profiles

The instructions below guide you step-by-step in exporting your users from the ReachFive Console. The visual below shows you a high-level flow of the process.

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Skip ahead to a short video tutorial that shows you how to configure an export job using a csv file on a SFTP server.

export jobs user flow

Prerequisites

  • You must have access to the ReachFive Console.

  • You must have a Developer, Manager, or Administrator role.

  • You must have the Export Jobs feature enabled.

Instructions

The instructions below apply to both creating and editing an export job definition.

If editing an existing export job, be sure to select the edit icon instead of creating a new definition.
  1. Go to Settings  Export definitions  User Profiles.

  2. Select New definition.

  3. Under General, give the export job a name and description. Don’t forget to Enable the job.

  4. Under Source, choose the protocol you wish to use to export the file.

    • SFTP

    • S3

    • GCS

    1. Specify the Server host for the secure FTP site.

    2. Specify the Server port.

    3. Under Authentication method, choose the authentication method type:

      Username and password:

      1. Enter the Username for the server.

      2. Enter the Password for the server.

      OpenSSH:

      1. Enter the Username for the server.

      2. Enter the OpenSSH private key.

        example
        -----BEGIN ENCRYPTED PRIVATE KEY-----
        MIIBpjBABgkqhkiG9w0BBQ0wMzAbBgkqhkiG9w0BBQwwDgQI5yNCu9T5SnsCAggA
        MBQGCCqGSIb3DQMHBAhJISTgOAxtYwSCAWDXK/a1lxHIbRZHud1tfRMR4ROqkmr4
        kVGAnfqTyGptZUt3ZtBgrYlFAaZ1z0wxnhmhn3KIbqebI4w0cIL/3tmQ6eBD1Ad1
        nSEjUxZCuzTkimXQ88wZLzIS9KHc8GhINiUu5rKWbyvWA13Ykc0w65Ot5MSw3cQc
        w1LEDJjTculyDcRQgiRfKH5376qTzukileeTrNebNq+wbhY1kEPAHojercB7d10E
        +QcbjJX1Tb1Zangom1qH9t/pepmV0Hn4EMzDs6DS2SWTffTddTY4dQzvksmLkP+J
        i8hkFIZwUkWpT9/k7MeklgtTiy0lR/Jj9CxAIQVxP8alLWbIqwCNRApleSmqtitt
        Z+NdsuNeTm3iUaPGYSw237tjLyVE6pr0EJqLv7VUClvJvBnH2qhQEtWYB9gvE1dS
        BioGu40pXVfjiLqhEKVVVEoHpI32oMkojhCGJs8Oow4bAxkzQFCtuWB1
        -----END ENCRYPTED PRIVATE KEY-----
    1. Specify the Path where the import file is located.

      For example

      <serverhost>/path-to-file/file.csv

    1. Specify the URL for the S3 bucket.

    2. Specify the name Bucket.

    3. Enter the Region for the server.

    4. Enter the Access key for AWS.

    5. Enter the Secret key for AWS.

    6. Specify the Path where the export file is to be sent.

      For example

      <serverhost>/path-to-file/file.csv.

    1. Specify the Project ID for the Google Cloud Storage.

    2. Specify the App name.

    3. Enter the User name for the server.

    4. Specify the name Bucket.

    5. Enter the Credentials in JSON format.

    6. Specify the Path where the export file is to be sent.

      For example

      <serverhost>/path-to-file/file.csv.

  1. Under Schedule, if desired, use a cron expression for scheduling the job.

  2. Under File format, select the file format type you wish to export. This will be either JSON or CSV.

    • JSON

    • CSV

    1. Define the fields to include in the export. You can include all attributes of the user profile data model including custom fields and consents.

    2. Choose the Encoding standard for your JSON file. This is either UTF-8 or ISO-8859-1.

    All fields of the user profile data model will be exported, including consents and custom_fields.
    1. Define the columns to include in the export. You can include all attributes of the user profile data model including custom fields and consents.

    2. Choose the Encoding standard for your CSV file. This is either UTF-8 or ISO-8859-1.

    3. Enter your Delimiter. The default is ;.

    4. Enter your Quote char. The default is ".

    5. Enter your Escape character. The default is \.

    The data for custom fields that contain the multiple type (such as tags) are separated by the same Delimiter that is configured in the job definition.

Filter export jobs

If you want to minimise database impact, you can filter what to export to limit the size of files that are generated. Filters allow you to define a range of values to export only user profiles that meet certain requirements.

The more filters you add, the more refined the data becomes.
Operator limitations

As you might expect, not all of the operators listed below are available to all value types.

The operators listed below are marked with the value types they support:

  • Enumeration

  • Dates & Integers

  • String

  • Boolean

Filter operators
Operator Description Supports

=

Equal to/equivalent.

Example: User Age = 25 (only user profiles with the age of 25 are exported).

  • Dates & Integers

  • Enumeration

  • String

  • Boolean

>

Greater than.

Example: User Age > 25 (only user profiles with the age over 25 are exported).

Dates & Integers

Greater than or equal to.

Example: User Age ≥ 25 (only user profiles with the age 25 and over (inclusive) are exported).

Dates & Integers

<

Less than.

Example: User Age < 25 (only user profiles with the age under 25 are exported).

Dates & Integers

Less than or equal to.

Example: User Age ≤ 25 (only user profiles with the age 25 and under (inclusive) are exported).

Dates & Integers

between

Between (inclusive) two specified values.

Example: User Age between 25 and 30 (only user profiles with ages falling between 25 and 30 (inclusive) are exported).

Dates & Integers

is not empty

The value for the specified filter is not empty.

Example: User Age is not empty (only user profiles with the a value for the Age attribute are exported).

  • Dates & Integers

  • String

  • Boolean

is empty

The value for the specified filter is empty.

Example: User Age is empty (only user profiles with an empty Age attribute are exported).

  • Dates & Integers

  • String

  • Boolean

is any of

The filter includes any of the specified values.

Example: User Email is any of john@email.com, pierre@email.com (any profile that includes either john@email.com or pierre@email.com is exported).

  • Dates & Integers

  • Enumeration

  • String

is none of

The filter excludes any of the specified values.

Example: User Email is none of john@email.com, pierre@email.com (john@email.com and pierre@email.com emails are excluded in the export).

  • Dates & Integers

  • Enumeration

  • String

starts with

Filter values that start with the specified value.

Example: User Email starts with a (only User Emails beginning with a are exported).

String

ends with

Filter values that end with the specified value.

Example: User Email ends with x (only User Emails ending in x are exported).

String

contains

Filters values that contain the specified value.

Example: User Email contains b (only User Emails containing b are exported).

String

Run export job

Click 16 next to the export definition.

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

All job logs are accessible in the Settings  Job reports.

Video tutorial

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