Exports (preview) overview

The Exports page shows you all configured exports. Exports share specific data with various applications. They can include customer profiles or entities, schemas, and mapping details. Each export requires a connection, set up by an administrator, to manage authentication and access.

Go to Data > Exports to view the exports page. All user roles have access to view configured exports. Use of the search field in the command bar to find exports by their name, connection name, or connection type.

Set up a new export

To set up or edit an export, you need to have connections available to you. Connections depend on your user role:

  • Administrators have access to all connections. They can also create new connections when setting up an export.
  • Contributors can have access to specific connections. They depend on administrators to configure and share connections. The exports list shows contributors whether they can edit or only view an export in the Your permissions column. For more information, see Allow contributors to use a connection for exports.
  • Viewers can only view existing exports but not create them.

Define a new export

  1. Go to Data > Exports.

  2. Select Add export to create a new export.

  3. In the Set up export pane, select which connection to use. Connections are managed by administrators.

  4. Provide the required details and select Save to create the export.

Define a new export based on an existing export

  1. Go to Data > Exports.

  2. In the list of exports, select the export you want to duplicate.

  3. Select Create duplicate in the command bar to open the Set up export pane with the details of the selected export.

  4. Review and adapt the export and select Save to create a new export.

Edit an export

  1. Go to Data > Exports.

  2. In the list of exports, select the export you want to edit.

  3. Select Edit in the command bar.

  4. Change the values you want to update and select Save.

View exports and export details

After creating export destinations, they're listed on Data > Exports. All users can see which data is shared and its latest status.

  1. Go to Data > Exports.

  2. Users without edit permissions select View instead of Edit see the export details.

  3. The side pane shows the configuration of an export. Without edit permissions, you can't change values. Select Close to return to the exports page.

Schedule and run exports

Each export you configure has a refresh schedule. During a refresh, the system looks for new or updated data to include in an export. By default, exports are run as part of every scheduled system refresh. You can customize the refresh schedule or turn it off to run exports manually.

Export schedules depend on the state of your environment. If there are updates on dependencies in progress when a scheduled export should start, the system will first complete the dependencies and then run the export. You can see when an export was last refreshed in column Refreshed.

Schedule exports

You can define custom refresh schedules for individual exports or several exports at once. The currently defined schedule is listed in the Schedule column of the export list. The permission to change the schedule is the same as for editing and defining exports.

  1. Go to Data > Exports.

  2. Select the export you want to schedule.

  3. Select Schedule in the command bar.

  4. In the Schedule export pane, set the Schedule run to On to run the export automatically. Set it to Off to refresh it manually.

  5. For automatically refreshed exports, choose a Recurrence value and specify the details for it. The time defined applies to all instances of a recurrence. It's the time when an export should start refreshing.

  6. Apply and activate your changes by selecting Save.

When editing the schedule for several exports, you need to make a selection under Keep or override schedules:

  • Keep individual schedules: Persist the previously defined schedule for the selected exports and only disable or enable them.
  • Define new schedule for all selected exports: Override the existing schedules of the selected exports.

Run exports on demand

To export data without waiting for a scheduled refresh, go to Data > Exports.

  • To run all exports, select Run all in the command bar. This action will only run exports that have an active schedule.
  • To run a single export, select it in the list and select Run in the command bar. That's how you run exports with no active schedule.

Remove an Export

  1. Go to Data > Exports.

  2. Select the export you want to remove.

  3. Select Remove in the command bar.

  4. Confirm the removal by selecting Remove on the confirmation screen.