Export data to Salesforce Marketing Cloud (preview)

[This article is prerelease documentation and is subject to change.]

Use your customer data in Salesforce Marketing Cloud by exporting them through a Secure File Transfer Protocol (SFTP) location.

Prerequisites

• An SFTP host for Salesforce Marketing Cloud and corresponding admin credentials.

Set up connection to Salesforce Marketing Cloud

You must be an administrator in Customer Insights - Data to add a connection.

1. Go to Settings > Connections.

2. Select Add connection and choose Salesforce Marketing Cloud.

3. Give your connection a recognizable name in the Display name field. The name and the type of the connection describe this connection. We recommend choosing a name that explains the purpose and target of the connection.

4. Choose who can use this connection. By default, it's only administrators. For more information, see Allow contributors to use a connection for exports.

5. Provide a Username, Password, Hostname, and Export folder for your SFTP account.

6. Review the data privacy and compliance and select I agree.

7. Select Save to complete the connection.

Configure an export

To configure this export, you must have permission for this connection type.

1. Go to Data > Exports.

2. Select Add export.

3. In the Connection for export field, choose a connection from the SFTP section. Contact an administrator if no connection is available.

4. Enter a name for the export.

5. Choose if you want to export your data Gzipped or Unzipped and the field delimiter for the exported files.

6. Select the tables, for example segments, that you want to export.

   Note

   Each selected table will be split into a maximum of five output files when exported.

7. Select Save.

Saving an export doesn't run the export immediately. The export runs with every scheduled refresh. You can also export data on demand.

Import data from Dynamics 365 Customer Insights - Data from SFTP location to Salesforce Marketing Cloud

1. Create data extensions in Salesforce Marketing Cloud to import the data file from Customer Insights - Data from the SFTP location.

2. Import the data from the SFTP location into the Salesforce Marketing Cloud data extension.

3. Set up the automation to import the data into the data extensions. Learn more about file drop automations and scheduled automations.

   Define a file drop automation or a scheduled automation.

Here's an example of an automation with SFTP.