Download Export Output Files

After you run an export process, you can download output files from the database for use in another application or to send to a marketing effort processing house.

You have four options for downloading output files:

  • CSV: downloads a single output file containing all data in comma-separated value format.

  • XLSX: downloads a single output file containing all data in Microsoft Excel format.

  • Multiple files: splits downloaded output into multiple files based on the unique values of a selected field. For example, if you split by “Package code,” a separate output file is created for each package code included in the export.

  • Grouped files: creates output files with data grouped by field values as specified. For example, you can create a set of files broken out by region. To do this, include the State field in your export definition and then select to group by State for the output download. Create a group for each region and add the appropriate states to each group — for example, include FL, GA, SC, and NC in the Southeast region group and CT, MA, NH, and VT in the Northeast region group. This setup produces a file for each region and each file includes data for only the states included in its region.

  1. On the export process status page, select the Recent status tab. When the Status of the export process is Completed, the Download output button is enabled.

  2. Select an export definition and select Download output, Single file. The Save As screen appears.

  3. Name the output file and map to the directory to save the downloaded output file.

  4. Select Save to start the download. When the download finishes, a message appears to inform you that it is complete and asks whether to open the output file.

  5. To open the output file in the default application set to open a .csv file, such as Microsoft Excel, select Yes. To return to the export process status page, select No.

  1. On the export process status page, select the instance of the process to download.

    • To download the output of the most recent instance, select the Recent status tab. When the status of the process is Completed, Download output is enabled on the action bar.

    • To download the output of a previous instance, select the History tab. Under History, select the instance to download.

  2. On the action bar, select Download output and select Download to XLSX. The program downloads the file to your work station and provides an option for you to open and save it.

    Note: In an Excel workbook (*.xlsx) file, data is stored in a variant of the Office Open XML format. You can open XLSX files with Microsoft Excel 2007 or more recent versions. Other spreadsheet programs may support this format. For some older versions of Excel, to open XLSX files, there is a compatibility pack available at Microsoft’s Office website: http://office.microsoft.com.

  1. On the export process status page, select the Recent status tab. When the Status of the export process is Completed, the Download output button is enabled.

  2. Select an export definition and select Download output, Multiple files. The Download output files screen appears.

  3. In the Output path field, map to the location to save the output files.

  4. In the Create one file per field, select a column header from the export file. This field determines how data from the export file is split into multiple output files. For example, if you select “Package code” in this field, a separate output file is created for each package code included in the export.

  5. In the File prefix field, you can enter a prefix to prepend to the output file names.

  6. Select Download. When the download finishes, a message appears to inform you that it is complete and asks whether to open the output path.

  7. Select Yes. A window opens to the folder you selected for the output path. The folder contains the downloaded output files.

  1. On the export process status page, select the Recent status tab. When the Status of the export process is Completed, the Download output button is enabled.

  2. Select an export definition and select Download output, Grouped files. The Download grouped files screen appears.

  3. In the Output path field, map to the location to save the grouped files.

  4. In the Group by field, select the export field to group the files by, for example, “Packages” or “Segment code.” Note: You cannot select an export field that has more than 500 distinct values.

  5. Values for the selected Group by field appear in the left box of Group options. Select the checkbox for each value to include in the first group and then select right arrow to move those values to the right box. The Group file name screen appears.

  6. In the Name field, enter a name for the grouped file and select OK. You return to the Download grouped files screen and the group appears in the box on the right.

  7. Continue adding groups until all values on the left are included in a group on the right. To view the items included in a group, select the plus sign to expand the group.

  8. Select Download. When the download finishes, a message appears to inform you that it is complete and asks whether to open the output path.

  9. Select Yes. A window opens to the folder you selected for the output path. The folder contains the downloaded grouped files.