Data Export

Data Export Framework allows you to download your brands data from the server.

Introduction to Data Export
Data Export helps you export the CRM data available in the Capillary's system to an FTP location or internal server. You can export data related to cus...
Mon, 20 May, 2019 at 5:50 PM
Data Export FAQs
What is Data Export? Data Export helps you export the CRM data available in the Capillary's system to an FTP location or internal server. You can e...
Wed, 1 Apr, 2020 at 11:38 AM
Standard Templates
A template is a combination of KPIs or facts, and dimensions. Standard templates are created from facts, and dimensions, where as custom templates are creat...
Tue, 28 May, 2019 at 5:56 PM
Dimensions & Attributes
p>This is a glossary page that describes technical and business terms used in Essential Insights including Export Framework, and Customer Segmentation. ...
Thu, 6 Jun, 2019 at 6:20 PM
Create Custom Templates
A custom template is a combination of KPIs and dimensions. You can use custom templates to get data from multiple fact tables or summarized data, say at use...
Wed, 10 Feb, 2021 at 5:32 PM
Configure FTP Server for Data Export
You can export data only to an FTP or SFTP server. Insights+ now supports configuring up to five FTP/SFTP servers and use the desired one while configuring ...
Wed, 10 Feb, 2021 at 5:45 PM
Schedule an Export Job & Fetch Details
Before starting with scheduling an export job, ensure that the FTP server is configured for Data Export. An export job could be a recurring event or one-tim...
Wed, 10 Feb, 2021 at 6:12 PM
Create an Export Job (Step 1 of 3)
To schedule an export event, do the following: (All fields marked by * are mandatory) On Insights+, navigate to Data connectors > Export Schedules. Cl...
Mon, 15 Feb, 2021 at 3:04 PM
Select Data Templates (Step 2 of 3)
A template is a combination of facts, dimensions, and/or KPIs. Standard templates are created from facts, and dimensions whereas a custom dimension is a com...
Mon, 15 Feb, 2021 at 5:03 PM
Modifying Template & Creating Schedule (Step 3 of 3)
Once you select the required templates, you can modify each template to add or remove default dimensions, modify FTP location for each template, and customi...
Mon, 15 Feb, 2021 at 5:11 PM