Getting Started with Exports

Overview

The Loyalty platform allows you to export a variety of different asset types for use in other platforms or systems.

The platform utilizes a reusable asset called an Export Definition, which contains all of the necessary configuration options and properties of the export.

The Export Definition controls the content of the export. You can export all records of the selected asset type, or you can configure business rules that filter the records that get exported. For example, you could export only Members that are in your Gold Tier, or only Offers of type Coupon. You can select exactly what fields to export, and in what sequence, by mapping fields in the source table to columns in the export. You can also transform the data directly within the Export Definition.

The Export Definition also controls the destination of the export file, such as a Secure FTP server, or an Amazon S3 Bucket, for example. You can also define the export file properties, such as the delimiter character, use of a header row, use of encryption, and so forth.

In addition, the Export Definition controls the schedule of the export. You can schedule an Export Definition to execute at a specific date and time, or on a recurring basis.

Export Definitions require the use of a Connector. Connectors are used to integrate Loyalty with other platforms. Connectors contain the information needed to manage that integration, such as API endpoints, login credentials, etc. The collection of settings and properties are saved as a reusable asset called a Connection Profile.

The Exports screen displays a list of Export Definitions in your account. To access the Exports screen, select Admin from the top navigation bar, then select Integrations > Exports from the side navigation menu.

For more information on the search options available on the Exports screen, please see Search for an Export Definition.

 Create an Export Definition Execute an Export Definition View Export Job History