Whether you are pulling a data sample to push your integrations into new workflows, or just need to deliver a flat-file list for immediate action, you can easily get the job done by exporting your segment membership.
You can export your Contacts, enriched directly and at the Account level, with your first and third party data (including data from Lattice). You can also get only Accounts or only Contacts, enriched just within that object.
Download your Segment Export within 7 days to ensure up-to-date membership. Segment Export file is in CSV format.
Step by Step
To ensure that you get the enrichments you need with your Account or Contacts, check your attribute groups in attribute administration. Attribute groups must be configured prior to exporting a segment.
Login to D&B Lattice. Use the button in the upper right called Attribute Admin to navigate to your attribute group settings.
Click on the upper gray tab called Attribute Groups. This is where the configurations for your exports are controlled.
When on the attribute groups page, you can either edit an existing group after selecting it from the list on the left, or create a new group.
From this page you can expand the dropdown to select different categories of attribute, you can edit the name of the attribute group, clear all currently selected attributes, and save the group once done. The Search, Filter and Sort buttons can help you quickly find attributes within the active category selected.
Run a Segment Export
Login to D&B Lattice and click Segments on the left sidebar. Use the filters and search button in the upper left to find the Segment you want to Export. Click on the Segment tile.
Once in your Segment, click Export in the upper right to open the export segment page.
From this page, you can control what type of records you want to export, whether you need a timestamp for the exported records, and which attribute group you want to export:
- Choose Accounts and Contacts when you want Contact IDs linked back to Accounts with ALL enrichments.
- Choose Accounts when you want Account IDs with account fields enriched. Your enriched fields can be from any Account Attribute category. Contacts and Contact Attributes will not be included.
- Choose Contacts when you want Contact IDs with Contact fields ONLY. The linked Account IDs will be in the export, but Account Attributes will not be included.
Once you click the Export format you want, your export job will be submitted.
Export jobs typically complete within 15-30 min, depending on the number of records requested.
You will receive an email informing you that your extraction job is finished. If your company does not have SSO provisioned for the CDP, you can use the link to access the exported file. If your company has SSO enabled, step 5 will show you where to get the export.
Login to D&B Lattice and visit the Jobs page by clicking on the circular arrow icon in the upper right of the screen on any page.
On the Jobs page, click on the Segment Export tab on the right to see all the Segment Export files available for download. (After 7 days, the file will expire. See the status in the rightmost column of the table.)
Click your download (link under Status in the table) and your browser will begin the CSV download.
Frequently Asked Questions
How often does my Segment Membership change?
Your Segment membership can change anytime your D&B Lattice database is updated. Activity on accounts and contacts can update as frequently as daily, so you may see new records in your segments that often.
You can check your current Segment membership any time by navigating to the Segment and reviewing the counts and records that qualify.
Can I get my Contacts enriched with Lattice Data Cloud attributes?
Yes. Choose Accounts and Contacts as your export option to get your Contacts enriched with data at both the Contact Account levels.
I ran the export, but how to do I get the enrichments?
Go to Attribute Admin (from My Data page) to check and update your Attribute Groups. Here, you can choose which attributes will be included when you run an export.