The easiest way to import or export Marketing Factory profiles is by using CSV (comma-separated file) files.
CSV files may be generated by different tools, but the most common one is Microsoft Excel. However Microsoft Excel generates many different types of CSV files. In the latest versions, you should use the following procedure to generate a CSV file:
Depending on the platform of Microsoft Excel (Mac, Windows) and its version, it may generate different types of CSV files. The easiest way to determine the type of a CSV file is to use the following command on MacOS or Linux :
file myfile.csv
This should generate an output such as the following:
myfile.csv: UTF-8 Unicode (with BOM) text, with CR line terminators
You can use this information to select the proper settings in the profile import settings.
If you're not on MacOS or Linux, you could use an online service such as CheckFileType to determine the type of the CSV file.
Profiles exports and imports ease this process with built-in features to configure and save one-time and recurrent exports and imports.
This section will describe one-time imports and exports. To know more about recurrent (to ftp / network disk) exports and imports, please refer to Marketing Factory integration guide.
1. Create / edit a profiles export
Start by giving a name and a description to your export
Check the "recurrent" option if you want to configure an export to an ftp or network disk on a regular basis (i.e. export all profiles once a day to another server). Configuration of the filepath should be made by the technical team. More information can be found in the integration guide.
Last 5 executions of the export are displayed, with the date of execution and the total number of profiles that were exported.
Select the profiles properties that you want to export and associate them with the "index". The index is the column number, it starts at 0.
Start by giving a name and a description to your import
Upload your csv file here or select the "recurrent" option if you want to configure an export to an ftp or network disk on a regular basis (i.e. export all profiles once a day to another server). Configuration of the filepath should be made by the technical team. More information can be found in the integration guide.
Last 5 executions of the import are displayed, with the date of execution, the number of failures (1 per line) and the total number of profiles that were exported. For a failed import, it is possible to click on the import and see the details of the errors.
Mergin property : the property that will be used to check if a new profile should be created or if there is an existing one. If there is an existing profile, data overwrite options will apply.
Map the columns numbers of the csv file to the profile properties