{"id":3128,"date":"2022-03-25T04:27:17","date_gmt":"2022-03-25T04:27:17","guid":{"rendered":"https:\/\/obo.zoj.mybluehost.me\/uncategorized\/external-service-ftp-or-email-delimited-file-csv-export\/"},"modified":"2025-01-29T11:30:03","modified_gmt":"2025-01-29T11:30:03","slug":"external-service-ftp-or-email-delimited-file-csv-export","status":"publish","type":"post","link":"https:\/\/ioninteractive.com\/ionacademy\/external-service-ftp-or-email-delimited-file-csv-export\/","title":{"rendered":"External service: FTP or email delimited file (.csv) export"},"content":{"rendered":"

Before we get started, please make sure you’ve read our arcticle<\/a> and created your data fields to be used in this integration.<\/p>\n

You can schedule a delimited file of respondent data to be delivered via email or FTP from the ion platform. The file can be delivered at the top of the hour with a frequency of your choosing. This document provides step-by-step instructions for setting up and scheduling a delimited file delivery.<\/p>\n

Before we begin<\/strong><\/h3>\n

There are few items you’ll need to roundup prior to setting up the integration, listed below<\/p>\n

    \n
  • Destination for delimited file<\/li>\n
  • Email address(es)<\/li>\n
  • AND\/OR FTP details\n
      \n
    • FTP host<\/li>\n
    • FTP username<\/li>\n
    • FTP password<\/li>\n
    • FTP path<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n

      There are a few steps to take in the ion platform before setting up the integration, listed below:<\/p>\n

        \n
      • Create data collection fields<\/li>\n
      • Create ion form(s)<\/li>\n
      • Set-up testing creative<\/li>\n<\/ul>\n

        Let’s get started!<\/strong><\/h3>\n

        1. Create field mapping<\/strong><\/h4>\n

        Taking the steps below will map your ion data collection fields to their corresponding external field names. To get started, add your new field mapping:<\/em><\/p>\n

          \n
        1. Click the Integrations tab in your ion console\u2019s side nav<\/li>\n
        2. Click green \u201cNew field mapping\u201d button<\/li>\n
        3. Label the field mapping and optionally add a description<\/li>\n
        4. From the Integration type menu, select \u201cDelimited file\u201d<\/li>\n
        5. Save<\/li>\n<\/ol>\n

          2. Add Outbound fields to field mapping<\/strong><\/h4>\n

          Outbound fields define the data you extend from ion to your external web form.<\/em><\/p>\n

            \n
          1. Click the green \u201cNew outbound field\u201d button to add a field to your field mapping.\n
              \n
            • To add a form field, use the Data Collection drop-down menus to select the data field category then data collection field<\/li>\n
            • OR, to add an ion Core field, select from the Core Field drop-down menu<\/li>\n
            • OR, to export multiple ion fields to one external field, use the Mashup Field by plugging {% raw%} {{DataName}} {% endraw %} {% raw%} {{DataName2}} {% endraw %}, etc. into the editor<\/li>\n
            • OR, to reformat a value prior to export, use the JavaScript field to add logic around the value collected in ion. To access data collection fields via Javascript, use respondent.dataname.<\/li>\n<\/ul>\n<\/li>\n
            • Check “Required” if a value must be present for the export to run<\/li>\n
            • Optionally add a default value<\/li>\n
            • Enter the key name<\/li>\n
            • Repeat these steps for each field that should be included in the Field Mapping<\/li>\n<\/ol>\n

              3. Create integration<\/strong><\/h4>\n
                \n
              1. Navigate back to the Integrations screen<\/li>\n
              2. Click Integrations tab<\/li>\n
              3. Click green \u201cNew integration\u201d button<\/li>\n
              4. Enter label<\/li>\n
              5. Optionally add a description<\/li>\n
              6. Select the Field Mapping you\u2019ve just created<\/li>\n
              7. Select your preferences from the formatting dropdown items<\/li>\n
              8. If the file is being delivered via FTP, input the delivery details in the FTP fields<\/li>\n
              9. Save<\/li>\n
              10. Click on the calendar icon beside the integration label to schedule delivery times<\/li>\n
              11. Click on the envelope icon beside the integration label to add the email distribution list\n
                  \n
                • If the file is being delivered via FTP, you can also receive the file via email<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n

                  4. Add integration to ion campaigns<\/strong><\/h4>\n

                  The ion platform runs scheduled integrations at their scheduled time once they\u2019ve been allocated to a campaign.<\/em><\/p>\n

                    \n
                  1. Navigate to the Campaign Management screen<\/li>\n
                  2. Click the Actions dropdown menu and select Scheduled Exports<\/li>\n
                  3. Check off the delimited file and save<\/li>\n
                  4. Repeat for each applicable campaign<\/li>\n<\/ol>\n

                    5. Test integration<\/strong><\/h4>\n

                    To test your integration, use the testing creative you set up prior to beginning the integration steps. Please note, integrations do not run in Preview Mode so you’ll want to open a traffic source URL for testing. The integration will run at its scheduled time. You\u2019ll want to check that the data you submitted was received by the email distribution list and\/or FTP site.<\/p>\n

                    Nice work!<\/strong><\/h3>\n

                    Once you\u2019ve completed these steps, your integration is ready for use. You can now schedule delivery for all applicable campaigns.<\/p>\n","protected":false},"excerpt":{"rendered":"

                    Before we get started, please make sure you’ve read our arcticle and created your data fields to be used in this integration. You can schedule a delimited file of respondent data to be delivered […]<\/p>\n","protected":false},"author":9,"featured_media":6040,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"nf_dc_page":"","footnotes":""},"categories":[1598,43],"tags":[2177,2178,2274],"class_list":["post-3128","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ion-integrations","category-the-publishing","tag-field-mapping","tag-ion-integrations","tag-publishing"],"_links":{"self":[{"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/posts\/3128","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/comments?post=3128"}],"version-history":[{"count":2,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/posts\/3128\/revisions"}],"predecessor-version":[{"id":7391,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/posts\/3128\/revisions\/7391"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/media\/6040"}],"wp:attachment":[{"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/media?parent=3128"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/categories?post=3128"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/tags?post=3128"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}