Exporting data allows you to work with customer information, analyses, and initiatives outside the platform. Depending on your needs, you can export data directly from the UI, via APIs, or through the Exports module for advanced use cases.
Exporting Customers
There are several ways to export customer data from the platform, depending on whether you want to export a single profile, a filtered group, or all customers.
Export a single customer
You can export an individual customer profile directly from the UI:
Go to Data & Assets > Customers.
Open the profile you want to export.
Click the three dots in the top-right corner and select Export customer.
This action will download a JSON file containing all attributes and events related to the selected customer.
Note: The export does not include derived data such as segment memberships, predictions, expressions, or aggregates.
Alternatively, you can use the Export a customer API. You need to provide either the hard or soft customer ID (typically the registered ID).
Export customers in bulk
Customers can also be exported in bulk, either directly from the UI or via API.
From the UI:
Navigate to Data & Assets > Customers.
Click the three dots in the top-right corner and select Download customer data.
In the pop-up window, choose which properties and IDs you want to export.
Download the data in CSV format.
You can apply filters before exporting to limit the export to specific customers. For example, you can filter by segmentation and then download only customers within that segment:
Go to the segmentation.
Click the segment bar and select Show customers.
From the Customers interface, export the filtered list.
Note: To view exported data marked as PII (Personally Identifiable Information), you must have the Personal Data Viewer role assigned to your account.
Via API:
To export all customer profiles, use the Export all customers API.
Exporting Analyses
Most analyses can be exported to a CSV file for further use outside the platform.
Analyses that can be exported:
Segmentations
Reports
Trends
Funnels
Retention analyses
SQL reports
Analyses that can't be exported:
Autosegments
Flows
Geo analyses
Predictions
To export an analysis:
Open the analysis you want to export.
Click the three dots in the top-right corner.
Select Download CSV.
The CSV file will then be downloaded to your device.
Via API:
To export some analyses, you can also use the Analysis API.
Exporting Initiatives
You can also export entire initiatives. The export will generate a JSON file containing all definitions and assets visible in the initiative's content menu, such as dashboards, campaigns, analyses, and files. The JSON file will also include basic information about the definitions included in the initiative.
To export an initiative:
Open the initiative you want to export.
Click the three dots in the top-right corner.
Select Export.
The JSON file download will then begin automatically.
Data Exports
For more advanced use cases, you can use the Exports feature. This module provides greater flexibility and functionality than individual exports, allowing you to configure recurring exports, include multiple data types, and automatically deliver the data to external destinations.
You can learn more in the official documentation: Exports.