Export segments to RollWorks (preview)

[This article is prerelease documentation and is subject to change.]

Export segments of unified customer profiles to RollWorks and use them for advertising.

Prerequisites

A RollWorks account and corresponding administrator credentials.
A RollWorks Advertiser ID.
Configured segments.
Unified customer profiles in the exported segments contain a field representing an email address.

Private link in combination with Bring your own storage (BYOS) is not supported.
Up to 250,000 customer profiles per export to RollWorks, which can take up to 10 minutes to complete. The number of customer profiles that you can export to RollWorks depends on your contract with RollWorks.
Segments only.

You must be an administrator in Customer Insights to add a connection.

Go to Settings > Connections.
Select Add connection and choose RollWorks.
Give your connection a recognizable name in the Display name field. The name and the type of the connection describe this connection. We recommend choosing a name that explains the purpose and target of the connection.
Choose who can use this connection. By default, it's only administrators. For more information, see Allow contributors to use a connection for exports.
Review the data privacy and compliance and select I agree.
Select Connect to initialize the connection.
Select Authenticate with RollWorks and provide your admin credentials for RollWorks.
Select Add yourself as export user and provide your Dynamics 365 Customer Insights - Data credentials.
Select Save to complete the connection.

To configure this export, you must have permission for this connection type.

Go to Data > Exports.
Select Add export.
In the Connection for export field, choose a connection from the RollWorks section. Contact an administrator if no connection is available.
Enter a name for the export.
Enter your RollWorks Advertiser ID.
In the Data matching section, in the Email field, select the field that represents a customer's email address.
Select the segments you want to export.
Select Save.

Saving an export doesn't run the export immediately. The export runs with every scheduled refresh. You can also export data on demand.