Email Extract Integration

Last Updated: 19/11/2024     Tags: Email, extract, integrations, Emailed Extract
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Integrations is not available for Taguchi V4 and is only available in V5.
Please contact Support if you don't know which version of Taguchi you are using.

Taguchi has an API integration which creates a seamless and automated connection between your email marketing database in Taguchi, and your organisation.

This integration means you don't need to manually handle your subscriber data externally between Taguchi and your organisation to achieve the above, reducing the risk of data security issues and not to mention effort.

Email Extract

Our simple, self-serve integration tool offers a smart and secure way to receive emailed extracts; without the risk and inefficiencies of manually handling customer data.

Credentials

There is one credential that you would need to set up for this integration which is the ZIP credential. Here is more information on ZIP credentials.

Create Your Email Extract Integration

New Integration

To create a new integration, ensure that you have the required User Type integration role privileges assigned to you. The 'integration' page is under Settings > Integrations.

Create New List

Select ‘New Integration’ and a new screen will popup.

Create New List

Details

Create New List

  1. Set the name of the integration.

  2. Under 'Type', select 'Emailed Extract'.

  3. The Schedule start date/time allows the integration to start at the specified time/date. When used in tandem with repeat (Weekly), this allows the integration to repeat weekly at 12:30 (based on the example above).

  4. Repeats allow you to conduct the integration multiple times without having to create a new integration. You could choose either Yearly, Monthly, Weekly, Daily and Hourly. Some platforms have processing limitation whereby it could take some time to process the data. Hence hourly repeats might be affected and daily repeat might be a preferred option instead.

Configuration

Create New List

  1. List ID: Choose a notification list available within your organisation so that you can send to recipients within that notifications list.

  2. Email Subject: Input an email subject so that the subject line of the emailed extract is populated.

  3. Extract filename: Name the extract filename.

  4. File Format: Choose a file type that you would want your recipients to recieve. YOu can choose CSV or TSV as your file format.

  5. Compression: You can choose to compress your files or leave it as uncompressed. If you do choose to compress your file, you can choose either ZIP or GZ compression.

  6. Select credential for the ZIP password: If you choosen ZIP as your compression format, you would need choose a ZIP credential that you have set up.

  7. Force quotes: Forced quotes are used to ensure that the entire data e.g. (name "John,Doe") is treated as a single field. Forced quotes can ensure that each field is correctly interpreted, even if it contains special characters that might otherwise be misinterpreted during the extract process.

  8. Preserve Custom Field Order: By clicking on this checkbox, you can ensure that the custom field columns within the CSV/TSV/PSV file is preserved in its original order during the extract process.

Target Expression

Create New List

Target expressions allows us to target specific subscribers in a list or based on other variables.

For more on Target Expressions see our article ‘What are target expressions?’

Save Changes and Activate

Create New List

Once you have added your Details, Configuration and Target Expression, you will be able to save changes (1) and activate (2) the integration. You can only activate once you have save changes.

Deactivate

Create New List

To stop the integration, click on Deactivate. This will stop Taguchi from exporting data via Emailed Extracts.

Active Integration

Create New List

Once the integration has been saved and activated, the on/off icon of the integration card will change from yellow (Off) to green (On) which indicates that it is now activated.

Update Integration

Create New List Create New List

If you want to update your Integration, you will be able to make the changes while it is activated or deactivated. Once the changes have been made, you will be able to update the integration by clicking on 'Save changes'. The Integration will be updated immediately.

If you are having trouble with this integration, please contact Taguchi Support for assistance.