Contact Export Via FTPS Server In UI2

Contact Export Via FTPS Server In UI2

1. General information

The abbreviation FTPS stands for “File Transfer Protocol Secure.” It is a common file transfer method that allows data to be transferred quickly, easily, and securely, regardless of the operating system or connection method used. In the Maileon system, contact data can be imported and exported using either an internal or external FTPS server. Once activated and configured, this eliminates the need for manual file handling. 

Increased security with FTPS: Your data is encrypted during transmission using TLS (Transport Layer Security), providing an additional layer of security. 

2. Enable FTPS contact exports 

To create automatic contact exports, you must first enable contact exports via FTPS in your account settings. Go to Settings > Audiences > FTPS Server (fig. 1).

3. Create a new automatic contact export 

Navigate to Audiences > Contact Exports > Automated contact exports and click + Add automated contact export to create a new FTPS contact export (fig. 2). 

Various automated contact exports are available: 

• Automated contact export 

• Automated unsubscriber export 

• Automated voucher export 

Click Automated contact export, which enables to export a file containing a list of contacts provided on FTPS server. 

Decide whether to import contacts via the Maileon FTPS server or from an external FTPS server (fig. 4). 

3.1. If you choose the contact export from an external FTPS server, add the Common information, such as Label (name), Execution interval (Choose to import hourly, daily, weekly, or monthly), Day of the week and Time.  

Enter the required details of the FTPS server settings, such as the URL and the Contact file path. Enter the exact file path where you will be uploading the contact file. Optionally, you can modify the User and the Password, then click Next (fig. 5).

The rest of the process is the same as importing contacts via the Maileon server. To continue, please see the steps below. 

3.2. To export contacts via Maileon FTPS server, select this option in the popup window (fig. 6). 

Add the Common information, such as Label (name), Execution interval (Choose to import hourly, daily, weekly, or monthly), Day of the week and Time (fig. 7).  Click Next. 

The list of contacts included in the contact export can be filtered using contact filters. These filters are updated automatically before the export file is generated. 

Select the Contact filter and configure the file contents. This includes selecting the contact fields to export (e.g. address, email address), specifying your Preferences (e.g. Books – only new books), and selecting the Response information (e.g. unique opens in the last 4 weeks) (fig. 8). 

After selecting the File content and content sorting, set the File preview (fig. 9), where the system shows a preview of what the final export file will look like. 

Here you can configure the final format of the export file before creating or running the export. 

Clicking on the pencil icon you can set  

• The availability of the Headline 

• Charset 

• Separator 

• Decimals (fig. 10). 

Use this step to verify how the contact data will appear in the export file before creating or running the export. The preview allows you to check a few sample rows and verify that: 

• the selected fields appear in the correct order and format; 

• the delimiter separates the data correctly, even if a field contains the delimiter character (e.g.: a semicolon); 

• preference and response data columns are displayed correctly. 

This preview serves as a final checkpoint before the export is generated or downloaded. If you notice any issues, such as columns being shifted due to an incorrect delimiter, you can return to the settings and adjust them before finalising the export. 

Once you have made the changes, click Save.

The process will then return to the Automated contact exports tab, where you will find the automated contact export you have created (fig. 11). 

The import can be paused, resumed, or cancelled at any time using the icons displayed in the same row as the import name (triangle, square, and bin icons). 

Click on the name of the contact import, and under Settings tab, you can reconfigure the contact export (fig. 12).  Finalise the changes by clicking Save at the bottom of the page.