Exporting Data from Loyalty
The Loyalty platform supports two data export features: Standard Exports and Advanced Exports. This article describes the differences between the two features, and provides guidance on when you should use one feature over the other.
Standard Exports
Standard Exports are supported by every Loyalty asset that can be exported. In most cases, you can configure a Standard Export directly from the asset's main screen (such as the Offers screen or the Rewards screen for example).
The Standard Export feature can be used for simple scheduled exports or occasional manual exports, as the feature is limited to exporting files to your local PC. Standard Exports support the following functionality:
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Select the fields to export
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Comma-delimited or semicolon-delimited
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Scheduled execution (one-off or recurring)
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Manual execution
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Success / Error email notifications
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Condition-based Rules for selecting what records to export
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Export data from joined tables
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Export data from Child tables
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Job history and status monitoring
Advanced Exports
Advanced Exports are supported by a smaller sub-set of assets than is supported by Standard Exports. You can configure an Advanced Export for only the following asset types:
Advanced Exports should be used if you require more sophisticated export configurations than those supported by Standard Exports. The Advanced Exports feature supports the following:
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Fully automated and repeatable export processing
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Export files to your local PC, as well as to a Secure FTP server, Amazon S3 Bucket, or Google Cloud Storage (GCS) Bucket
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Reusable Connection Profiles for defining server locations and access credentials
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Full-featured data mapping of fields in the source table to columns in the export file
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Additional file handling options, such as encryption
The Advanced Export feature is available on the Exports screen. See Getting Started with Exports for more information.
Feature Matrix
The following matrix summarizes the feature differences between Standard and Advanced Exports:
| Feature | Standard Exports | Advanced Exports |
|---|---|---|
| Data mapping | Select the fields being exported. | Map the fields in the source table to columns in the export file. |
| Rules for selecting records to export | Yes | Yes |
| Email notifications | Success and Error notifications | Success and Error notifications |
| File destination | Local PC | Local PC, Secure FTP, Amazon S3, Google Cloud Storage |
| Delimiter | Comma, semicolon | Comma, semicolon, custom character |
| Export data from Joined tables | Yes | Not supported |
| Export data from Child tables | Yes | Not supported |
| Supported assets | All Loyalty assets that can be exported | Sub-set of Loyalty assets (see above for list) |
| Connection Profiles | Not supported | Yes |
| Export file options | Delimiter character | Delimiter character, text qualifier, line break method |
| Encryption | Not supported | PGP |
| Export attachments | Yes | Not supported |
| Data Transformations | Not supported | Yes |
| Manual execution | Yes | Yes |
| Scheduled execution | Execute once in the future, execute on a recurring schedule | Execute once in the future, execute on a recurring schedule |
| Job history | Yes | Yes |
| Status monitoring | Yes | Yes |
| Log files | Not supported | Yes |
