How-to: Export target group to a file

[kevin_wang9]

    Sometimes we need to export the target group to a file, here this blog introduces several ways to achieve it.

1. If the size of target group is small (generally less than 500), you can export them via the ‘export to spreadsheet’ button on the header of the Target group item page.

     

    The initial value for the parameter in ‘No. of Members Displayed’ is 100. If the amount of TG is over than 100, please increase the value based on the BP amount, or the export file will only import the first 100 data. Please be careful that, if you set the value as a large number, it may affect the performance in target group scenario. In general, I suggest users that not set the value over than 500.   

    2. If the target group has large amount BP, we recommend that you could export them to application server. From application side, there is no restriction on the number of business partners.   

    To do this, please click the ‘Export to file’ button on target group page.Then it will schedule a background job and save the file to application server. The file is saved in the logical file path MARKETING_FILES, which you define in Customizing. You can download it from there using report CRM_MKTTG_FEXP_SHOW_FILE.

    Regarding how to view the downloaded file in application server and how to maintain the file path, please check note 2085288 for details:

    2085288 - Download large Target group entries using Export to Server option in Segmentation   

    You could enhance the related coding in BADI CRM_MKTTG_SEG_MEM_EX if necessary. The detailed documents can be found in customizing path: CRM--Marketing--Business Add-Ins (BAdIs): BAdI: Define Display and Export for Target Group Members list.  

    :!: Some known bug fixed notes for this part(till CRM 7.0EHP3):

     1822079           BADI CRM_MKTTG_SEG_MEM_EX is called too many times

     1710754           BAdI for navigation to BP(different view) from Target group.

     1937689           Dump when opening a target group with out relationship

      1880119            MKTSEG: Dump when using BAdI CRM_MKTTG_SEG_MEM_EX   

    SAP Help Document:Follow-Up Processing of Target Groups Without Campaign Reference   

    3.Sometimes for end users, they do not have the authority to access the folder in application server. Here as a supplement, you could consider use ‘File Export’ function in campaign to extract data from target group.    The file-export function enables you to create a file with a list of business partners and corresponding specified attribute values. For this function, you need to create a ‘Dummy’ campaign and set the communication medium as ‘File Export’. Then after executing the campaign, the file will be attached in attachments block.

• The specified attribute values, which you want to export can be defined in ‘File Export Form’.
• Two file formats are supported in standard: CSV, XML. You could define the related parameters in following customizing path:

    CRM—Marketing—Campaign Execution—Define Communication Medium/Define File Export Variants

    I am not aware there is any BP amount restriction here, but I recommend not include over 30.000 per target group during Campaign Execution process.

    :!: Some known How-to documents:

   1940722 - CSV File in Campaign does not open with Microsoft Excel

   1741781 - Campaign Execution: Technical IDs in File Export Header

    The SAP help document: File Export

    Hopes that this document can be helpful to you, please let me know if any suggestion/confusion. :razz:

    Thanks and best regards,

    Kevin