Customised data export (contacts and email events)

You can create a regular, scheduled data export for your contact and email events data to your AWS S3 bucket.

The contact data includes all records that changed in the past 24 hours.

If a change happens after midnight but before the data starts sending (between 1:00am and 5:00am), it likely won't be exported until the next day.

This guide is for exporting contact data only. For website interaction data exports, see Self-serve data export.

Export security

We recommend familiarising yourself with industry standard best practices for data security, as well as any specific policies your organisation details. 

Amazon's documentation: Security best practices for Amazon S3

Data dictionary

See also: Data export examples

To understand the data you export, refer to: 

• Data export dictionary: Contact records 
• Data export dictionary: Email events

Historical data and your first export

In your first export, you have the opportunity to export historical data for a set period of time (e.g. all data from the past two years).

This historical export will only happen when you create a new export, so make sure you save these files in a safe place and make a copy for your records.

Your AWS S3 bucket

Create an AWS S3 bucket and make a note of the following details:

• AWS access key
• AWS secret key
• AWS region
• AWS bucket name
• AWS bucket path

See: AWS security credentials

Create an export

You will need to have the right permissions to create a data export connection. 

In Ometria, go to Settings and select the Data exports tab:

Click Add a new data export.

Give your export a name, then select the type of data you want to export:

• Contact records
• Email events

Choose your fields

Select the fields you'd like to export. 

You can find a full list of data fields and definitions here: 

• Data export dictionary: Contact records
• Data export dictionary: Email events

Select Next. 

Configure export format

In the next screen, choose the format you want to export in:

• CSV
• JSON object

Next, choose how frequently you'd like to export your data:

• Daily
• Weekly
• Monthly

Daily

Receive your export daily (once every 24 hours).

You can choose the time you want your report to start exporting.

Next, choose to Overwrite export name or to use your connection name for the exported file. 

Define the name and date format for your exported file:

Weekly

Receive your export weekly on a Monday.

You can choose the weekday and time you want your report to start exporting.

Next, choose to Overwrite export name or to use your connection name for the exported file. 

Define the name and date format for your exported file:

Monthly

Receive your export monthly.

Choose which day to receive the report on:

• The last day of the month (includes weekends)
• The first day of the month (includes weekends)
• A specific day each month 

Select the Export time.

Lastly, you can choose to Overwrite export name or to use your connection name for the exported file. 

Define the name and date format for your exported file:

Perform an initial data export

Click Perform historical export to export historical data from a specific date.

You can only do this once, the first time you create an export, so make sure you save these files in a safe place and make a copy for your records.

What happens when I delete a connection?

If you delete a data export connection, Ometria stops sending the data to your S3 bucket.

If you create the connection again later, you can perform a second historical export.

Create connection

In the final screen, select S3 as your connection type.

Next, choose a connection:

• If this is the first time you've created a connection to an S3 bucket, select Create a new connection and complete the fields as described below.
• If your Ometria account is already connected to an S3 bucket, select the correct one from the dropdown.

Click Connect. 

Pausing your export

To pause your contact data export at any time, select Edit and then Set to paused from the dropdown on the top right.

Save your changes to finalise:

You can start the export again any time you like by following the same steps and choosing Set to active.

However - you won't be able to retrieve data from the period the connection was paused.  

The only way to run a second historical export is to delete the export and create a new one.