User Role | View | Edit |
Client Admin |
| ✓ |
Data Manager |
| ✓ |
Viewer | ✓ |
|
Bluecore can connect to any SFTP that uses a host, username, and password for authentication in its SFTP integration, including Files.com, Salesforce Marketing Cloud (SFMC) or Snowflake.
Export SFTP integrations can be used for the following:
Export customer profiles with selected customer attributes.
Export data on your email service provider (ESP) or eligibility information.
Prerequisites
An SFTP account.
Service-level credentials to the SFTP account.
Create an SFTP export integration
Navigate to
Data > Integrations. The Integrations list appears.
Click New Integration. The New Integration dialog box appears.
Click Export to secure FTP. The integration setup page appears, defaulted to Settings.
Complete the sections and, when finished, click Save. The integration is saved.
Creating an audience export SFTP
Audience exports are set up similarly to an export SFTP, and require that the Definitions tab is filled out.
The Definitions tab is a list of customer attributes within that Namespace that can be exported.
Select all attributes in the Definitions tab that you want in the export.
Export to Bluecore’s Files.com instance
To export the file to Bluecore's Files.com instance, the directory should include the client's folder name (usually the Namespace) and the directory path. For example: /clientNamespace/audience_exports
.
To export the file to a non-Bluecore hosted file share, enter the directory path. For example: /exports/audience_exports
.