Creating Profile Export File

The Profile Export file corresponds to a profile defined in the CRMS. This file consists of the Customer/Shopper list generated by the application of that profile. That is, the file format of the profile export file and the Customer (shopper) list file are the same.

Procedure

  1. Log into the CRMS and navigate to the target > customer profiles page.
    The CRMS displays export email links for all customer profiles.
  2. Locate the profile to export, and click on the “export email” link.
    The CRMS displays a pop-up window, which states that the data is being exported and provides the name of the file that will be created. The CRMS moves the file to the FromInStorecard directory.
  3. Log into the SFTP server using a pre-arranged username/password and download the file.