Exporting contacts from SAP CRM
Note
This topic is for administrators and developers with administration access rights in SAP-CRM.
This topic describes how to set up the SAP CRM integration for exporting contacts to Optimizely Campaign, after installing the integration.
Note
This example uses the standard SAP configuration. Steps may be different if you have a customized SAP configuration in your organization.
exporting-contacts-from-sap-crm.mdxConfiguring a segmentation model
Set up a segment model that filters contacts with marketing permission for transfer to Optimizely Campaign. Use the segmentation model to generate a target group once, or at regular intervals according to your configuration, and apply the target group when exporting contacts. You cannot transfer contacts without marketing permission
The segmentation model is a standard function in SAP CRM, and it is not modified by the SAP CRM integration.
The following describes the basic steps to configure a segmentation model in SAP CRM.
- Change the user interface of your SAP CRM to English, if needed.
- In the start menu, open the Marketing menu.
- In the Create area, click Segmentation Model.
- Update the fields in Create New Model according to your requirements and click OK.
- Under Attribute List, click the down arrow.
- In the drop-down list, select attributes.
Note
The content of the attribute list is not part of the SAP CRM integration, you must create and configure this. To keep track of business and private customers in SAP CRM, include attribute list filters to distinguish between them.
To calculate the number of filtered recipients in advance, click Options > Count on the Attributes node.
- Optionally drag additional attributes from the attribute list into your segmentation model.
- When done, select Options > Define Target Group on the Attributes node.
Your target group is displayed as a Target group node in the segmentation model.
- To create a target group job, click Options > Generate Target Group on the Target Group node.
- In the Job Name field, assign a name for the job.
- In the Start Time drop-down list, select Immediately.
- Deselect Execute Job Periodically. The regular execution of the target group job is controlled by a batch process.
Note
The batch process is based on SAP standard functions, and must be configured during implementation. The performance of the batch process depends on your SAP configuration. For information about the batch process, see the SAP CRM Integration Admin Guide.
- Click OK.
Creating a campaign for exporting contacts
A campaign must contain at least one target group. More than one group may be needed, for example to transfer private and business customers.
- Open the Marketing menu in the start menu of SAP CRM.
- In the Create area, click Campaign.
- Under Type, select optivo External Campaign.
- In the Segments area, click Open Input Help to add the target group for the recipient export.
- Search for and select the target group.
- Select the check box below B2B Scenario to export a segmentation model with B2B contacts. To export a segmentation model with B2C contacts, leave the check box blank or clear it.
- Select optivo File Export in the Channel area in the Communication Medium drop-down list.
- Click Open Input Help to the right of the field.
- In the search results, search for and select OPTIVO_GENERAL_CSV_PERSON_V01.
- In the New Status drop-down list, select Released and Approved.
Under Current Status, the campaign status is set to Released, Approved.
- Click Save.
- To start the campaign and the contacts export, select More > Start in the menu.
- Under Start, select Immediately in the drop-down list.
- Deselect the Start Periodically check box. The regular execution of the campaign job is controlled by a batch process.
Note
The batch process is based on SAP standard functions, and must be configured during implementation. The performance of the batch process depends on your SAP configuration. For information about the batch process, see the SAP CRM Integration Admin Guide.
- Select the server to which the export should be saved.
- Click Start.
The execution progress is displayed under Job Status.
Transferring exported contacts to Optimizely Campaign
Exported contacts are transferred as a CSV file to your directory on the Optimizely server. You can automate the transfer using a script.
To transfer the CSV file manually, do the following:
- Log in to the Optimizely server with your user credentials.
Note
If you do not have a user account, contact customer support. See Accessing FTP via SCP for Windows or Accessing FTP via SCP for MacOS/OS X.
- Upload the CSV file to your directory on the Optimizely server.
Note
If you have multiple directories (folders) on the Optimizely server, make sure to save the completed and renamed template in the directory set up for your CSV file during configuration of the SAP CRM integration. If you place the CSV file in another directory, the import fails.
When the CSV file is in the directory, and customer support has set up the corresponding batch job, contact data is automatically added to the Optimizely Campaign recipient lists.
Note
As the export may take time, you should perform the data transfer automatically at night.