Data Export

The Data Export feature can be used to export cleansed, processed and enriched data across all entities in Customer Data Platform (CDP). This includes individual customer records, associated attributes and transactions placed by customers. Each exported entity can include standard attributes calculated within CDP or client-specific attributes. CDP also supports exporting records from client-specific entities such as customer wish-lists or store geo-hierarchies, if they have been configured for your account.

CDP exports data in flat-file CSV format to an Amazon S3 location provided by the client. It’s possible to do a one-time full export or schedule incremental updates on a weekly or monthly basis.

Typically, Data Export is used to satisfy example use-cases such as:

  1. Ingest cleansed, processed CDP data into a client-managed on-premise / cloud data-warehouse for interactive queries, forecasting, analysis and reporting.
  2. Build in-house custom models based on CDP’s cleansed data.
  3. Send processed data to external vendors such as DirectMail Co-ops.

Process & Logistics

  1. Please contact your CDP CSM if you would like to add the Data Export feature to your subscription.
  2. Setup an Amazon S3 Bucket and send the required details to CDP (see below).
  3. After the AWS credentials are provided, a member of the CDP Professional Services team will work with you to setup Data Export.

Setting up your Amazon S3 Bucket

Here are the steps for setting up your S3 bucket. Please refer to AWS documentation for any questions you may have on how to do the following steps:

  1. Create a new IAM user in your AWS account for CDP. Give the user a descriptive name so that it can identified in the future.
  2. Create a new S3 bucket with the following properties:
    • Bucket Name: Make this descriptive so that it can be differentiated from other buckets your AWS account may have.
    • Region: Buckets for US clients should be created in the US East (N. Virginia) aka us-east-1 AWS region. EU clients should create their buckets in the EU (Ireland) aka eu-west-1 AWS region.
  3. Additional properties for S3 bucket such as versioning, logging, etc.: These are not required and can be disabled.
  4. Give the IAM user created in Step 1 full READ/WRITE permissions to the newly created S3 bucket.
  5. Very Important: Ensure that the S3 bucket is not publicly accessible.
  6. Send the following details to your CDP CSM:
    • AWS Access Key ID for IAM user from Step 1
    • AWS Secret Access Key for IAM user from Step 1
    • AWS Bucket Name
    • AWS Region where your S3 bucket is located
    • (Optional) Folder Name (if you want files to be dropped in a specific folder)