Connect - Exports

• Connection rate limits are disabled
• These are sometimes defaulted to 15, for Full Measure's purposes there could be more than 15 files at any given time. 
• Please ask Connect to disable all rate limits

• Create a separate folder for Full Measure within the ExportFiles/AutoExport​

• For Full Measure to gain access to this folder we will proved or office IP address.  Once those are added and Full Measure receives the proper credentials we'll be able to process files.

Steps of an Export:

1. In Connect on the 'Contacts' tab. You can select 'New' under 'Export.' 
   • Contacts to Export : Here you'll be selecting a predefined filter, in our case we'll be using a small student population.  If you're missing students in a filter a new filter can still be added. 
   • Export File Type: New layout can be selected. We'll configure the next few options to ensure an export is a csv file type.
   • Export File Delimiter: Comma
   • Character that encloses text fields: Double Quote ("")
   • Header and Start Row: First row of export contains attribute names

2. Select fields to export: 

• The template will already include first name, last name, and email.  In order for a record to be complete in the Full Measure system you'll need to add mobile phone, and a contact_id. 
  • contact_id will associate the student to the CRM, this must remain constant and never change. All students must have a contact_id. In connect each record has an 'ID' that can be used as contact_id.
  • Full Measure recommends these five fields for a record to exist: contact_id, first_name, last_name, email, mobile_phone_number
  • You're not restricted to these five fields - as many columns on the student can exist as you'd like. 

When all the attributes are configured, the export attribute names for the following fields can be updated: 

• First Name - first_name
• Last Name - last_name
• E-mail - email
• ID - contact_id
• Mobile Phone - mobile_phone_number

Updating these export attribute names will allow for a successful mapping to the Full Measure record. 

Set the Known Layout Name: This needs to be 'fullmeasure_student' for any student file and 'fullmeasure_audience_{attribute_details}' for any audiences, i.e. 'fullmeasure_audience_applicants"

Export Job Name: This is your friendly name for the export job.  You'll later be able to identify your folder on the sftp by this name. 

Email the Export Results: You can add emails of users you'd like to notify an export ran. This will produce an email with a few log details like so: 

Clicking OK at this point will save your export filter and settings. 

In Connect all exports that are executed from the system create files on to the SFTP automatically.  These would be within the folder ExportFiles/AutoExport/ and would end in a folder named by the job name used for the export.  The file should then display with the known layout name.