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Generally these are used to send partials to a call center, but they are not limited to that function. We will send the field mappings you configure to the FTP server. Setting the mappings allow you to choose which Checkout Champ CheckoutChamp data matches your 3rd party data. 

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Next, Enter your Profile Name and select FTP as the export type

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Step 3: Configure the Export Profile and Click create. The profile will be added to your Export Webhook Profile List.
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First, click Step 3: Click edit to enter the profile configuration page:Image Removed

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Step 4: Configure General Settings This will take you to a page with two sections: General Settings and Field Mappings.

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  • Profile Name: The name of the export profile. Can be whatever you want.Field Definitions:

  • Export Type: Type of FTP export

  • FTP Host: Host name of the FTP server

  • Username: Username used for logging into the FTP server

  • Password: Password used for logging into the FTP server

  • Protocol: FTP, SFTP or FTPS

  • Port: Port number used when connecting to the FTP server

  •  File Name: Name of file when posting to the FTP server.

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First, click the green  button to add a Field Map

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This will bring up a dialog box for adding a new field mapping. Field mappings essentially tell the system how to build the export file, which columns should be included and in what order.

Please view our available Field Mappings here!

Definitions: - Column: which column are you adding. Columns are generally represented by Alphabetical characters in most spreadsheet applications, so the first column would be A, the second column would be B and so forth.

- Definition: - Export Name: the name of the column in the CSV file.

Field: the name of the field you are mapping from the CRM order record. - Static Value: If selecting “Static” as the field, then this represents the static (unchanging) value that is always used.

Examples:

Mapping customer first name to column 1/A:

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Example:

Mapping date created to column 2with Export Name 1/B:

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Step 6. Configure Profile Routing

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First, click on Export Profiles to go back

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This will take you back to the page we visited in Step 1. On the right side of this page you'll see a section titled Profile Routing. Click the green + button to add a new route.

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Example 1: Exporting partials on a specific campaign. This setup will include partials from only the Everywhere Cheese Campaign (campaign Id 2).

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Example 2: Exporting partials form 2 specific campaigns. To add an additional campaign to the export, simply repeat the process and select the second campaign.

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Now the daily export file, will include all partials from both the "EverywhereCheese" Campaign and the “Test” “Clothing Store” Campaign.