Profiles imports and exports

  Written by The Jahia Team
 
Marketers
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The easiest way to import or export Markating Factory profiles is by using csv files. 

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

Export type

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.

Executions

Last 5 executions of the export are displayed, 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

Mapping

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. 

2. Create / edit a profiles imports

Start by giving a name and a description to your import

Import type

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.

Executions

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. 

Configuration

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.

Data overwrite  

  • Overwrite existing profiles : if this option is unchecked, profiles being improted through csv will be  skipped if there is an existing profile
  • Overwrite all properties : This option is only available if "overwrite existing profiles" is selected. It means that every profile properties will be overwritten.
  • Properties to overwrite : This option is only available if "overwrite existing profiles" is selected. Select each property that you want to overwrite in the existing profile.

Options 

  • File has a header : Select this option if your file has a header line so that the import will skip it.
  • File has a "To delete" column : If this option is selected, the last column of the file will be used to delete profile . For each line, if the content is "TRUE",  the profile will be deleted. 
  • Line separator : the line separator of your file
  • Column separator : the column separator of your file

Mapping

Map the columns numbers of the csv file to the profile properties