You can export data from Cleeng ChurnIQ to third-party tools using Data Export. To access the Data Export, go to the Admin & Tools section of your ChurnIQ dashboard (in your main navigation, on the left-hand side), and choose one of the reports under the Data Export in the left menu: User Report, Subscription Report, Pass Report, Transactions Report, Refunds Report, Gift Report.
Choose the kind of data you would like to export by going to the relevant report and follow the steps below.
Step 1: Choosing a data destination
To set up the data export, click the gear icon beneath your user profile icon.
This opens the data export assistant. From here you can define where this data export should go, and what format it should have. You can simply email this data to yourself or others. Alternatively, you can export the data to the following destinations:
- Amazon S3
- Google Drive
- Google Sheets
Step 2: Define the file format that should be exported
Having selected the data destination, next you should decide which format you want the export file to have. The available options will depend upon the export destination you select. For example, an email export will support the following formats:
- Simple data table
- JSON - Simple
Step 3: Filter the data you want to export
The most important step is to carefully define the filters for the data you want to export.
To do this, click on the filters section. To clearly identify each filter, hover over the filter label on the left.
Next, adjust the filters to match the conditions you want, eg. all subscribers who logged in during the past 7 days.
Step 4: Define the number of rows to export
Here you will usually want to export all data that matches your filter conditions, so do just that.
In advanced options, select 'all results'.
The other settings in the export assistant are 'Results visualization' and 'Value formatting'.
For visualizing results, you can choose whether you want visualization settings applied to your data download or not. If you choose 'with visualization options applied', ChurnIQ may apply some simple visualization styling to your download, causing your download to appear similar to a table chart. This may slightly increase the size of your file.
For value formatting, you can instruct ChurnIQ to either remove or apply the formatting of your query results, such as rounding long numbers or adding special characters. If you choose 'Formatted', the data format will be the same as in the preview table.
Automating and scheduling your data export
You may automate your data export, either for your own reporting/analytical needs or for pushing to an external tool. For example, you may want to connect a subscriber segment to a marketing tool via Zapier.
To do this you should select 'Schedule' when opening the export window. This will add the scheduling option to the setup. Here you can define how frequently and exactly when an export action should take place.
This scheduler time is UTC by default. To change the timezone, go to Advanced options and choose your region.
When you have saved your scheduled export, it will be saved to the left-hand column of the export window until you cancel it.
File size and performance
Whenever a dataset is being processed or exported it helps to have a good sense of the approximate scale of that dataset. This can be important for many reasons, including usage fees for external tools or simply performance.
Knowing if your dataset will number in tens of thousands of rows, hundreds of thousands, or millions will give you a better sense of how long the export will take and what failure risk might be associated with it. You can figure this out for your own needs by getting a sense of the scale of your raw dataset, eg. all users with not filters.
By doing this you will get a feel for what datasets should export almost instantly, and what exports will take longer to process.