Exporting profiles

November 14, 2023

To export a profile:

  1. In Site Settings, navigate to jExperience>Integrations>Profiles export.
    profiles-export-home.png
  2. Click New export configuration, give a name and a description to your export.
    profiles-export-new.png

Export types

Single / "Oneshot"

By default, an export will simply download the file in your browser.

Recurrent

Select the Recurrent option if you want to configure an export to FTP or a network disk on a regular basis, for example, to export all profiles once a day to another server. The configuration of the filepath should be made by the technical team.

2 configurations are popular: 

1 - To download the export on the same machine/server as Jahia, useful when using exports with jahia running locally:

file:///tmp?fileName=profiles-export-${date:now:yyyyMMddHHmm}.csv&fileExist=Append

2 - FTPS/SFTP

sftp://USER@HOST/PATH?password=PASSWORD&binary=true&fileName=profiles-export-${date:now:yyyyMMddHHmm}.csv&fileExist=Append

ftps://USER@HOST/PATH?password=PASSWORD&binary=true&fileName=profiles-export-${date:now:yyyyMMddHHmm}.csv&fileExist=Append&passiveMode=true

For more information, see profile import & export in the Apache Unomi documentation.

Hint: One option (URL parameter) is often missing: &passiveMode=true

Executions

The last five executions of the export display, with the date of execution and the total number of profiles that were exported. 

Configuration

  • Line separator
    Use \n if you want your file to be accessible through Microsoft Excel
  • Column separator
    Use ; if you want your file to be accessible through Microsoft Excel
  • Segment
    Use segment selection to define which profiles you want to export

profiles-exports-configuration.png

Mapping

Select the profiles properties that you want to export and associate them with the Index. The index is the column number, beginning with 0. 

profiles-exports-mapping.png