Export Definition Details

For Connector types of Secure FTP and Amazon S3, an export filter comprises one or more logical rules that define what records are selected and included in the export file.

1. Click 1: filter.

2. To create a new rule, click the Add button (plus sign icon).

3.  From the first drop-down menu, select an attribute.

4. From the second drop-down menu, select a mathematical operator.

Note: The LIKE operator allows you to search for part of a string using "%" as a wild card character. For example, if you wanted to export all People records that have "cheetahdigital.com" as their email address domain, you would select LIKE as the operator, then enter the value of "%@cheetahdigital.com."

5. In the text field, enter a value.

6. Repeat the above steps as needed to define additional rules.

7. If your filter has multiple rules, use the toggle buttons to define the logical operator used to join the rules -- AND or OR.

8. Click save. Or click next to move to 2: Map & Transform.

Rule Groups

To create a group of rules connected with their own logical operator:

1. Within the 1: Filter screen, click group.

2. Within the Group box, click the Add button (plus sign icon) to define the first rule for the group.

3. From the first drop-down menu, select an attribute.

4. From the second drop-down menu, select a mathematical operator.

5. In the text field, enter a value.

6. Repeat the above steps as needed to define additional rules for the Group.

7. Within the Group box, use the toggle buttons to define the logical operator -- AND or OR. This operator applies only to the rules inside this Group.

Note: By clicking the group button inside the Group box, you can create "nested" groups.

For HTTP API Export Definitions, an export filter is controlled by a query that defines what records to export.

1. Click 1: filter.

2. From the Bigdata Query drop-down menu, select the desired query.

3. Click save. Or click next to move to 2: Destination.

For Connection types of Facebook Ads and Google Ads, an export filter is controlled by a Segment that defines what records to export to the ad platform.

1. Click 1: filter.

2. From the Segment drop-down menu, select the desired Segment.

3. Click save. Or click next to move to 2: Destination.

The Map & Transform section is used to define the data map for the export file. The data map allows you to identify which field in the source table should be written to which column in the export file. You can either define the data map manually, or upload a file of column header names to define the data map.

1. Click 2: map & transform.

2. Define the data map using one of the two options described below. 

3. Click save. Or click next to move to 3: Destination.

Manually Define the Data Map

1. Click add row (or select Add Row from the "Add" drop-down menu).

2. From the Field Name drop-down menu, select the desired field.

3. To perform a data transformation on this field, click add. From the pop-up menu of available options, click the desired Data Transformation. Repeat this step as needed to add additional Data Transformations.

4. In the Destination field, enter the column name in the export file.

5. Repeat the above steps to define additional fields to export. 

6. Check Required if the field is required

7. To remove a field, click the Delete button (trash can icon).

Upload Headers

Click upload headers (or select Upload Headers from the "Add" drop-down menu).

1. In the "Upload Headers" pop-up window, click choose file.

2. Browse to and select the desired file.

Note: The file of column header names must be in .csv or .txt format.

3. From the "Delimiter" drop-down menu, select a delimiter character, or select Custom and enter the custom character

4. Click upload. The Map & Transform screen is populated with the column header names from the uploaded file.

The column header names are displayed within the Field Name field, in the same sequence as they appear in the uploaded file. The platform attempts to map each header name in the uploaded file to a field in the export table. If the platform finds a match, the Field Name drop-down menu is populated with that field name.

5. If the platform couldn't identify a field name (or if the field name is incorrect), select the desired field from the "Field Name" drop-down menu.

6. To perform a data transformation on a column, click add. From the pop-up menu of available options, click the desired Data Transformation. Repeat this step as needed to define additional data transformations.

7. In the "Destination" field, enter the column name in the export file.

8. Check Required if the field is required.

9. To remove a column, click the Delete button (trash can icon).

The Map & Transform section is used to define the data map for the export file. When exporting data to send to the Google Ad platform, the export file must conform to strict field naming conventions. By default, this screen will automatically list all of the fields supported by Google Ad. The Destination column lists the standard Google Ad field names.

Note: Do not change the standard Google Ad field names listed within the Destination column. 

The screen lists ALL the available fields, but you should send only the field(s) associated with the Match Type you selected on the Destination screen. This means you to delete the fields that you don't need. 

1. Check Required if the field is required.

2. Based on the Match Type you selected, delete the unwanted fields by clicking the Delete icon to the right of the Destination. For each Match Type listed below, you must send the correct field(s), and delete everything else:

• Email:

  • email

• Phone:

  • mobile_phone

• Mailing Address: 

  • mailing_country

  • mailing_postal_code

  • last_name

  • first_name

2. Click save. Or click next to move to 4: Schedule

The Map & Transform section is used to define the data map for the export file. By default, this screen will automatically list all of the fields supported by Facebook. The Destination column lists the standard Facebook field names.

Note: Do not change the standard Facebook field names listed within the Destination column. 

1. Check Required if the field is required.

2. The screen lists ALL the available fields supported by Facebook, but you don't need to send all of them. Delete any unnecessary fields by clicking the Delete icon to the right of the Destination. 

3. Optionally, you can map multiple fields into the same ad platform field. For example, let's say you have a "home email" and a "work email" field in your Campaign source table. You could map both of those fields into the same "EMAIL" field in the Facebook ad platform.

2. Click save. Or click next to move to 4: Schedule

1. Click 3: destination.

2. From the "Connection Profile" drop-down menu, select a Connection Profile (see Connectors for more details).

3. In the "File Path" field, enter the path to the folder where you want to save the export file.

4. In the "Filename" field, enter the name of the export file.

5. From the "Delimiter" drop-down menu, select a delimiter character, or select Custom Delimiter and enter the custom character.

6. If you want the export file to include a column header row, select Yes from the "Include Headers" drop-down menu.

7. From the File Encoding drop-down menu, select an encoding method (the default method is UTF-8).

8. To export a Control File along with the export file, enter the desired Control File name in the "Control File Name" field. The Control File contains the expected record count of the export file. 

9. To PGP-encrypt the export file, select the desired Encryption Key from the "Encrypt with" drop-down menu. 

10. Click save. Or click next to move to 4: Schedule.

1. Click 2: destination.

2. From the "HTTP Operation" drop-down menu, select an HTTP method. 

3. Click save. Or click next to move to 3: Schedule.

1. Click 2: destination.

2. From the "Connection Profile" drop-down menu, select a Connection Profile (see Connectors for more details).

3. From the "Account Name" drop-down menu, select the desired Google Ad account.  

4. The "Audience Name" drop-down menu is populated with the existing Audiences, for the selected ad account. This drop-down menu is populated in real-time, so if you create Audiences in the ad platform, they will appear in this menu. Select the Audience that you want to populate with the records selected by your Segment.

5. Select a match option: Email, Phone, or Mailing Address. This option defines how Google will attempt to match the records in the Segment to existing Google accounts. 

Note: You must provide the appropriate fields on the Map & Transform screen that correspond to the match option you select here. 

6. Click save. Or click next to move to 3: Map & Tansform.

1. Click 2: destination.

2. From the "Connection Profile" drop-down menu, select a Connection Profile (see Connectors for more details).

3. From the "Account Name" drop-down menu, select the desired Facebook account.  

4. Enter the Audience ID for the desired Facebook Audience that you want to populate.

5. Click save. Or click next to move to 3: Map & Transform.