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Technical Guides

Exporting Data

There are three primary ways to export your data from Northbeam -- let's review them!

  1. CSV file
  2. Google Cloud Storage (GCS)
  3. Data Export API

CSV File

Exporting your data to a CSV file can easily be done within the Sales page.

Step by Step Instructions:

  1. Navigate to the Sales page
  2. Click Export
  3. Select Chart values or Table Values
    1. Chart Values - data from the line graph
    2. Table Values - data from the table
  4. If Table Values is selected, click CSV Export
  5. Use the Report Builder to create your report
  6. Export Now or Schedule the Report

Data Export Options:

OptionDescriptionExamples // Extra Context
Export data broken down by labelDoes not break out by date-
Export data broken out by dateBreaks data down by the Granularity selected (Daily is the default)If Weekly is selected, data from Sunday to Saturday will be combined. We report data starting on each Sunday.
Remove $0 / 0 transaction itemsRemoves any line items valued at $0 or 0 transactions-
Export aggregated data onlyIgnores the Level that is selected.If Campaign level is selected, all campaigns will be consolidated.

Google Cloud Storage

You could also export your data to Google Cloud Storage!

Step by Step Instructions:

  1. Navigate to the Sales page
  2. Click Export
  3. Selec Table Values
    1. Chart Values - data from the line graph
    2. Table Values - data from the table
  4. Click Google Cloud Storage
  5. In the "Storage Object Admin", add the following email: [email protected]
  6. Under Add Your Bucket, enter the name of your bucket to receive the data
  7. Click Validate to confirm that the connection works

Data Export API

Lastly, you could set up an API request using our Data Export API.

Updated 3 months ago