Export Profiles are used to send data to a Postback URL of or FTP or CSV. This article will walk walks you though through the configuration for an Export Webhook sending data to a Postback URL.
Generally these are used to send partials to a call center, but they are not limited to that function. We will add the field mappings you configure to the Postback URL string so the URL field will be just the URL itself without a string. Setting the mappings allow you to choose which CRM data matches your 3rd party data.
By default all webhooks are sent as a GET. Read Step 5 for how to send a POST.
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Please note that CheckoutChamp Test Card orders will not export through the webhook system. |
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Profile Name – The name of the export profile. Can be whatever you want.
Export Type – Type of Postback export
Postback URL:URL – Where you want the information sent
Export Delay – Set the time, in minutes, for how how long the export should be delayed. By default the webhook task service runs every 15 minutes and will fire any webhooks that have been triggered since the last task firedrun. If you add 5 minutes to the delay, this adds 5 minutes to the 15 minute default which will then result in the webhook task running every 20 minutes.
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Using https://postingmydata.com/partials.php as the Postback URL and the above field mappings, the webhook will send the data like this:
https://postingmydata.com/partials.php?first_name=[firstName]&last_name=[lastName]&order_date=[orderDate]&list_id=400&email_address=[emailAddress]&campaign_number=[campaignId]
The CRM will fill in the [itemsfield_mappings] with the data from the orders.
A webhook can be sent as a POST by entering headers as static fields. Enter Export Name “header:” followed by the header name and Value as the header value. This screenshot shows an example. The non-header field mappings are sent in the message body.
If header Content-Type (case-insensitive) is application/json then the field mappings are put into json format in the message body. Any other Content-Type sends query parameters in the body.
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Step 6. Configure Profile Routing
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If a webhook fails to export we will continuously re-attempt to post to the webhook until it is successful. This is useful for when webhook targets are down for maintenance or experience connection issues.
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Please note that CheckoutChamp Test Card orders will not export through the webhook system. |
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