Periodic FTP exports

In the platform, you can setup daily exports to your server.

Configuration

Go to:

  • Settings
  • Account
  • Periodic exports
  • + New

There, you can configure your SFTP connection:

There are two modes:

  • Participation exports: export a daily CSV file with all participations for the given campaigns & contents (you can select optins contained in those resources to append their values to each line)
  • Optins exports: export a daily CSV file with all selected user optins

After that, pick the BeOp resources you want to export.

File naming

Every day, a new CSV file will arrive in the configured directory on your server.

The file will be named as follows:

YYYYMMDD_TYPE_NAME_UUID.csv
  • TYPE: crm-optin or crm-participation
  • NAME: Slugified name (e.g. My export will become my-export)
  • YYYYMMDD: the current date
  • UUID: a random ID

As you can chose to run multiple exports every day, we recommend that you pick a different path for each. Don't worry if it's not the case, the random ID will ensure there's no name clash so that all the data is correctly written!

⚠️ As rights strategies can be very different from one case to the other, we will not create the directory, it will need to exist prior to the export.

File contents

The CSV file will start with the following fixed columns:

  • email (optional) string
  • phone (optional) string
  • firstname (optional) string
  • lastname (optional) string
  • gender (optional) string
  • birthdate (optional) string
  • address-line-1 (optional) string
  • address-line-2 (optional) string
  • address-zip-code (optional) string
  • address-city (optional) string
  • address-country (optional) string
  • creative-id string
  • creative-name string
  • campaign-id (optional) string
  • campaign-name (optional) string

And will end with one column per selected optin, named like the optin:

  • OPTIN_NAME (e.g. My Newsletter): (optional) true if the user opted in